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INTEGRATED QUANTITATIVE INVESTMENTS LLC

BELLEVUE, WA · CRD 310106 · IAPD ↗ · integratedquant.com · 617-686-2008

$844.8MRegulatory AUM
5Advisory reps
6Employees
16Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — INTEGRATED QUANTITATIVE INVESTMENTS LLC added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2026 — INTEGRATED QUANTITATIVE INVESTMENTS LLC crossed $500M in regulatory AUM ($418.4M -> $844.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2025 — INTEGRATED QUANTITATIVE INVESTMENTS LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2025 — INTEGRATED QUANTITATIVE INVESTMENTS LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
January 2025 — INTEGRATED QUANTITATIVE INVESTMENTS LLC reported RAUM up 39% ($280.0M -> $389.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
October 2024 — INTEGRATED QUANTITATIVE INVESTMENTS LLC reported RAUM up 71% ($163.5M -> $280.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2024 — INTEGRATED QUANTITATIVE INVESTMENTS LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
June 2024 — INTEGRATED QUANTITATIVE INVESTMENTS LLC reported RAUM up 507% ($26.9M -> $163.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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