Integrated Capital Management, Inc.
Integrated Capital Management, Inc. is an SEC-registered mass-market adviser in Jessup, PA with $232.4M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Integrated Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149489, SEC 801-70055, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $232.4M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- Jessup, PA
- Employees
- 7
- Clients
- 926
- CRD
- 149489
- Ownership
- PERFILIO, JOSEPH, CLAYTON; WILLIAMSON, DONALD, PAUL; PACIOTTI, MICHAEL, ANTHONY; Altmann, Rorry, Christopher
How much AUM does Integrated Capital Management, Inc. have?
Integrated Capital Management, Inc. reported $232.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Integrated Capital Management, Inc.?
Disclosed owners and executives of Integrated Capital Management, Inc. include PERFILIO, JOSEPH, CLAYTON, WILLIAMSON, DONALD, PAUL, PACIOTTI, MICHAEL, ANTHONY, Altmann, Rorry, Christopher. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.