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INTEGRATED CAPITAL MANAGEMENT, INC.
CRD 149489 · SEC 801-70055
THE TEKRIDGE CENTER, 50 ALBERIGI DRIVE, SUITE 114, JESSUP, PA, 18434, United States
Phone
570-344-0100
Fax
570-961-3985
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$232.4M
Discretionary AUM
$232.4M
Team
7 total employees; 5 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM; ASSETS UNDER ADVISEMENT
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 872 | $129.6M |
| High net worth individuals | 10 | $16.6M |
| Pension/profit sharing plans | 14 | $23.8M |
| Charitable organizations | 6 | $1.8M |
| State/municipal entities | 24 | $60.7M |
States served
CA, IL, LA, ME, NY, NC, PA, UT, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD