Integrated Financial Consulting, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Airmont, NY. Its latest Form ADV filing, dated March 18, 2026, reports $141M in regulatory assets under management, 1 employee, and 281 accounts.
Assets Under Management
$141M
Employees
1
Offices
--
Total Clients
89
Primary office
AIRMONT, NY
365 ROUTE 59, SUITE 251, AIRMONT, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.8% of total clients.
Top client categories% of clientsClients
1
Individuals
52.8%
47
2
HNWI
44.9%
40
3
Charitable
2.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of March 18, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$141M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$141M
Total Accounts281
10Y AUM Change+$93M (+194.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee89:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.