BLOOMFIELD HILLS, MICRD 175299Latest ADV April 1, 2026
Integrated Investment Consultants, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated April 1, 2026, reports $1.1B in regulatory assets under management, 10 employees, 1 office, and 1,105 accounts.
Assets Under Management
$1.1B
Employees
10
Offices
1 office
Total Clients
285
Primary office
BLOOMFIELD HILLS, MI
40950 WOODWARD AVE., SUITE 350, BLOOMFIELD HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.5% of total clients.
Top client categories% of clientsClients
1
HNWI
50.5%
144
2
Individuals
37.9%
108
3
Pension Plans
10.5%
30
4
Charitable
0.7%
2
5
Corporations
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 1, 2026
Discretionary99.3%
$1.1B
99% of total RAUM99.3%
Non-discretionary0.7%
$8M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts1,105
10Y AUM Change$-2M (-0.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee29:1
10Y Employee Change+5 (+100.0%)
* 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.