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Integrated Financial Consulting, LLC

Headquartered in AIRMONT, NY

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Firm Information

Integrated Financial Consulting, LLC is an investment advisor registered with the SEC, located in AIRMONT, NY. They manage approximately $93,470,000 in regulatory assets under management for 263 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm offers financial planning and portfolio management services for individuals. They do not have any licensed agents or registered representatives.

Integrated Financial Consulting, LLC

365 ROUTE 59

AIRMONT, NY 10952

$93.47M

Assets Under Management

10

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

INTEGRATED FINANCIAL CONSULTING, LLC has a total of 1 branch locations across the country.
location

AIRMONT, NY

Advisors at Integrated Financial Consulting, LLC

View All 1 Advisors
Unclaimed
James Marc Vorchheimer

CFP®, RA

AIRMONT, NY

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Disclosures

There are no public disclosures for Integrated Financial Consulting, LLC.

Frequently Asked Questions (7)

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