BLOOMFIELD HILLS, MICRD 168705Latest ADV February 1, 2026
Iic is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated February 1, 2026, reports $125M in regulatory assets under management, 13 employees, 2 offices, and 4 accounts.
Assets Under Management
$125M
Employees
13
Offices
2 offices
Total Clients
45
Primary office
BLOOMFIELD HILLS, MI
7 WEST SQUARE LAKE ROAD, BLOOMFIELD HILLS, MI, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
45
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$125Mas of February 1, 2026
Discretionary100.0%
$125M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$125M
Total Accounts4
10Y AUM Change+$125M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee3:1
10Y Employee Change+6 (+85.7%)
* 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.