Integrated Financial Consulting, LLC
Integrated Financial Consulting, LLC is an SEC-registered ria in Airmont, NY with $141.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Integrated Financial Consulting, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130920, SEC 801-107136, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $141.5M (2026-03-18)
- Firm type
- Ria
- Location
- Airmont, NY
- Employees
- 1
- Clients
- 89
- CRD
- 130920
- Ownership
- VORCHHEIMER, JAMES, MARC
How much AUM does Integrated Financial Consulting, LLC have?
Integrated Financial Consulting, LLC reported $141.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Integrated Financial Consulting, LLC?
Disclosed owners and executives of Integrated Financial Consulting, LLC include VORCHHEIMER, JAMES, MARC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.