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IIC

BLOOMFIELD HILLS, MI · CRD 168705 · IAPD ↗ · 248-339-9808

$125.0MRegulatory AUM
5Advisory reps
13Employees
45Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

32
February 2026 — IIC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
February 2026 — IIC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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