{
  "crd_number": 175299,
  "slug": "integrated-investment-consultants-llc-bloomfield-hills-mi-175299",
  "primary_business_name": "INTEGRATED INVESTMENT CONSULTANTS, LLC",
  "legal_name": "INTEGRATED INVESTMENT CONSULTANTS, LLC",
  "dbas": [
    "INTEGRATED",
    "INTEGRATED FAS",
    "INTEGRATED FIDUCIARY ADVISORY SERVICES"
  ],
  "city": "Bloomfield Hills",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-05-11",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 1084348046.0,
  "raum_discretionary": 1076669532.0,
  "raum_non_discretionary": 7678514.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 10,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 26202068.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 32191672.0,
      "count": 108
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 300000000.0,
      "count": 30
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 721780633.0,
      "count": 144
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 4173673.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MI",
    "TX"
  ],
  "websites": [
    "https://integratedfas.com",
    "https://integratedic.com",
    "https://linkedin.com/COMPANY/10820425"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175299",
  "city_as_filed": "BLOOMFIELD HILLS",
  "url": "https://advisorcensus.com/firm/integrated-investment-consultants-llc-bloomfield-hills-mi-175299",
  "display_name": "Integrated Investment Consultants, LLC",
  "summary": "Integrated Investment Consultants, LLC is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Integrated Investment Consultants, LLC (CRD 175299): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Integrated Investment Consultants, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integrated Investment Consultants, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Integrated Investment Consultants, LLC located?",
      "a": "Integrated Investment Consultants, LLC's principal office is in Bloomfield Hills, MI, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Integrated Investment Consultants, LLC registered with the SEC or a state?",
      "a": "Integrated Investment Consultants, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175299."
    },
    {
      "q": "How much does Integrated Investment Consultants, LLC manage?",
      "a": "Integrated Investment Consultants, LLC reports $1,084,348,046 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (99% discretionary)."
    },
    {
      "q": "How have Integrated Investment Consultants, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Integrated Investment Consultants, LLC: Regulatory assets under management: $705,286,810 in the October 2021 data and $1,084,348,046 in the October 2026 data, up 54%. Total employees: 6 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Integrated Investment Consultants, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (144); individuals (other than high net worth individuals) (108); pension and profit sharing plans (but not the plan participants or government pension plans) (30)."
    },
    {
      "q": "Which custodians does Integrated Investment Consultants, LLC use?",
      "a": "Integrated Investment Consultants, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Integrated Investment Consultants, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175299"
    },
    {
      "q": "Does Integrated Investment Consultants, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Integrated does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.\""
    },
    {
      "q": "What changed in Integrated Investment Consultants, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $773,184,329 to $1,084,348,046 (+40%). Added an office in Elk Rapids, MI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 705286810.0,
      "total_employees": 6,
      "filing_date": "2021-04-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 750955415.0,
      "total_employees": 6,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 779631288.0,
      "total_employees": 6,
      "filing_date": "2023-07-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 720840060.0,
      "total_employees": 7,
      "filing_date": "2024-05-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 773184329.0,
      "total_employees": 9,
      "filing_date": "2025-04-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1084348046.0,
      "total_employees": 10,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $773,184,329 to $1,084,348,046 (+40%).",
        "Added an office in Elk Rapids, MI."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 9 to 10.",
        "Registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Integrated does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
        ]
      }
    ],
    "quotes": [
      "Integrated does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/integrated-investment-consultants-llc-bloomfield-hills-mi-175299.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 108,
      "fewer_than_5": false,
      "raum": 32191672.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 144,
      "fewer_than_5": false,
      "raum": 721780633.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 300000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 26202068.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 4173673.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175299",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}