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INTEGRATED INVESTMENT CONSULTANTS, LLC

BLOOMFIELD HILLS, MI · CRD 175299 · IAPD ↗ · integratedic.com · 866-433-3581

$1.08BRegulatory AUM
10Advisory reps
10Employees
3Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — INTEGRATED INVESTMENT CONSULTANTS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — INTEGRATED INVESTMENT CONSULTANTS, LLC crossed $1B in regulatory AUM ($773.2M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — INTEGRATED INVESTMENT CONSULTANTS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — INTEGRATED INVESTMENT CONSULTANTS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
November 2024 — INTEGRATED INVESTMENT CONSULTANTS, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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