INTEGRATED ASSET MANAGEMENT, LLC
CRD #108244 SEC #801-60046 MENLO PARK, CA 650-233-5350
SEC Registered
Total AUM
$37.4M
Discretionary
$37.4M
Employees
5
Clients
25
Accounts
22
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SPECTOR FINANCIAL SERVICES, LLC | DE | MEMBER | D | Control |
| SPECTOR FINANCIAL SERVICES, LLC | DE | MEMBER | D | Control |
| THE PORTOLA GROUP INC | DE | MEMBER | D | Control |
| THE PORTOLA GROUP INC | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FITZWILSON, ROBERT, CRANE | I | PORTOLA GROUP, INC. | D | Control |
| FITZWILSON, ROBERT, CRANE | I | PORTOLA GROUP, INC. | D | Control |
| OLSON, PERRY, VAUGHN | I | PORTOLA GROUP, INC. | D | Control |
| OLSON, PERRY, VAUGHN | I | PORTOLA GROUP, INC. | D | Control |
| SPECTOR, JEROME, BARRY | I | SPECTOR FINANCIAL SERVICES | D | Control |
| SPECTOR, JEROME, BARRY | I | SPECTOR FINANCIAL SERVICES | D | Control |
| SPECTOR, MICHAEL, EDWARD | I | SPECTOR FINANCIAL SERVICES | C | Control |
| SPECTOR, MICHAEL, EDWARD | I | SPECTOR FINANCIAL SERVICES | C | Control |
Registrations
Federal
IA
Mar 28, 2002 REGISTERED
Notice Filings (1)
CA
Address
3000 SAND HILL ROADSUITE 2-145
MENLO PARK, CA 94025
USA
Phone: 650-233-5350