← Tributary

INTEGRATED FINANCIAL CONSULTING, LLC

AIRMONT, NY · CRD 130920 · IAPD ↗ · integratedfinancialconsulting.com · 845-426-6300

$141.5MRegulatory AUM
1Advisory reps
1Employees
8Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — INTEGRATED FINANCIAL CONSULTING, LLC reported RAUM up 34% ($93.5M -> $125.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.