INTEGRATED FINANCIAL CONSULTING, LLC
Adviser information for INTEGRATED FINANCIAL CONSULTING, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 263 | $93.5M |
| Total | 263 | $93.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 62 | $25.2M |
| HNW Individuals | 30 | $68.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 10 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-107136 |
|---|---|
| SEC ERA File Number | 801-107136 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 130920 |
| Legal Entity Identifier | None |
Principal Office
365 ROUTE 59SUITE 251
AIRMONT
NY
United States
Monday - Friday, 10-5
Tel: 845-426-6300, Fax: 845 314 9690
Chief Compliance Officer
MARC VORCHHEIMER
PRESIDENT
365 ROUTE 59
SUITE 251
AIRMONT
NY
United States
Tel:
845-426-6300
Fax:
8453149690
M***@********************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VORCHHEIMER, JAMES, MARC | Individual | – | PRESIDENT AND CCO | 08/2003 | > 75% |