Overview
Assets Under Management: $141 million
Headquarters: AIRMONT, NY
High-Net-Worth Clients: 40
Average Client Assets: $2.9 million
Frequently Asked Questions
INTEGRATED FINANCIAL CONSULTING, LLC 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 #130920), INTEGRATED FINANCIAL CONSULTING, LLC is subject to fiduciary duty under federal law.
INTEGRATED FINANCIAL CONSULTING, LLC is headquartered in AIRMONT, NY.
INTEGRATED FINANCIAL CONSULTING, LLC serves 40 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, INTEGRATED FINANCIAL CONSULTING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
INTEGRATED FINANCIAL CONSULTING, LLC manages $141 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, INTEGRATED FINANCIAL CONSULTING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.45%
Average Client Assets: $2.9 million
Total Client Accounts: 281
Non-Discretionary Accounts: 281
Regulatory Filings
CRD Number: 130920
Filing ID: 2075065
Last Filing Date: 2026-03-18 21:43:34