Integrated Benefits, Incorporated
Integrated Benefits, Incorporated is an SEC-registered mass-market adviser with $101.3M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Integrated Benefits, Incorporated: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112518, SEC 801-132391, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $101.3M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 155
- CRD
- 112518
- Ownership
- STACHNIK, SARAH, KATHERINE; STACHNIK, ROY, EDWIN
How much AUM does Integrated Benefits, Incorporated have?
Integrated Benefits, Incorporated reported $101.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Integrated Benefits, Incorporated?
Disclosed owners and executives of Integrated Benefits, Incorporated include STACHNIK, SARAH, KATHERINE, STACHNIK, ROY, EDWIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.