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Integrated Financial Consulting, Llc
Airmont, New York
Integrated Financial Consulting, LLC is a reputable investment advisory firm based out of Airmont, NY. With over 50 individual clients, they oversee an impressive portfolio totaling more than $79,975,000 in assets under management. Catering primarily to high net worth individuals, Integrated Financial Consulting specializes in providing comprehensive financial guidance.
Though the firm predominantly manages personal accounts and 401Ks, they possess the expertise and capability to oversee employer funds as well. Their team of dedicated professionals, comprising one office, delivers tailored investment advisory services to meet the...see more
Assets Under Mgmt
$79.97M
Investment Professionals
1
Locations
0
% 401K & Individual
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Integrated Financial Consulting, Llc
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