Overview
Assets Under Management: $101 million
High-Net-Worth Clients: 21
Average Client Assets: $3.1 million
Frequently Asked Questions
INTEGRATED BENEFITS, INCORPORATED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112518), INTEGRATED BENEFITS, INCORPORATED is subject to fiduciary duty under federal law.
INTEGRATED BENEFITS, INCORPORATED serves 21 high-net-worth clients according to their SEC filing dated September 16, 2025. View client details ↓
According to their SEC Form ADV, INTEGRATED BENEFITS, INCORPORATED offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
INTEGRATED BENEFITS, INCORPORATED manages $101 million in client assets according to their SEC filing dated September 16, 2025.
According to their SEC Form ADV, INTEGRATED BENEFITS, INCORPORATED serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.81%
Average Client Assets: $3.1 million
Total Client Accounts: 193
Discretionary Accounts: 188
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 112518
Filing ID: 2014674
Last Filing Date: 2025-09-16 08:22:12