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INTEGRATED FINANCIAL CONSULTING, LLC
CRD 130920 · SEC 801-107136
365 ROUTE 59, SUITE 251, AIRMONT, NY, 10952, United States
Phone
845-426-6300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $24.0M |
| High net worth individuals | 40 | $115.2M |
| Charitable organizations | 2 | $2.2M |
States served
NJ, NY
All web addresses on file
Official SEC filing: View on IAPD