Integrated Financial Consulting, LLC is a mid-sized advisory firm based in Spring Valley. It manages $60 million of regulatory assets for 201 client accounts. It has been registered with the SEC as an adviser since 2016.
Integrated Financial Consulting provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Integrated Financial Consulting, LLC is $60 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Integrated Financial Consulting, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Integrated Financial Consulting is individuals with 60 clients and $60 million of assets under management. Among the 7 most similar advisory firms, Integrated Financial Consulting has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $60 million for 60 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Integrated Financial Consulting doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Integrated Financial Consulting, LLC performs its advisory services is located at 2 Perlman Drive, Spring Valley, NY 10977 The mailing address of the firm is 2 Perlman Drive, Spring Valley, NY 10977. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 845-426-6300 or by fax 845 314 9690. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at integratedfinancialconsulting.com.