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Brian Andrew Tugend

Integrated Capital Management, Inc.

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About Brian Andrew Tugend

Brian Andrew Tugend is an investment advisor representative with Integrated Capital Management, Inc. Brian has been in the industry since February 2015 and has been with the firm since that time. Brian is registered with the state of Pennsylvania and holds the Series 65 license. Brian specializes in portfolio management for individuals and businesses, as well as pension consulting. The firm's main office is located in Jessup, Pennsylvania.

Firm Information

Brian Tugend is currently registered with Integrated Capital Management, Inc.. Integrated Capital Management, Inc. is an investment advisory firm located in Jessup, PA. The firm offers portfolio management services to individuals, businesses, and pension plans. They manage over $197 million in assets for approximately 850 accounts. The firm's client base includes individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Integrated Capital Management, Inc. participates in wrap fee programs.
Integrated Capital Management, Inc.

THE TEKRIDGE CENTER

JESSUP, PA 18434

$197.03M

Assets Under Management

8

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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other

Assets under advisement

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Brian Tugend’s Registration & Firm History

PA

11/10/2018 - Present

Integrated Capital Management, Inc. (JESSUP PA)

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Licenses & Designations

IA

Issued 11/10/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Andrew Tugend.
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