INTEGRATED ASSET MANAGEMENT, LLC
CRD #118889 SEC #801-60936 LAKEWOOD RANCH, FL 941-907-0700
SEC Registered
Total AUM
$70.8M
Discretionary
$28.8M
Employees
1
Clients
251
Accounts
351
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $70.8M | $28.8M | $42M | 1 | 300 |
| May 2012 | $70.8M | $28.8M | $42M | 1 | 300 |
| Mar 2012 | $70.8M | $28.8M | $42M | 1 | 300 |
| Apr 2011 | $31.1M | $31.1M | $0 | 5 | -- |
| Jan 2008 | $52M | $52M | $0 | 10 | -- |
| Apr 2007 | $50M | $50M | $0 | 10 | -- |
| Nov 2006 | $65M | $65M | $0 | 5 | -- |
| Mar 2006 | $65M | $65M | $0 | 5 | -- |
| Sep 2005 | $106.1M | $105M | $1.1M | 10 | -- |
| Jun 2004 | $55M | $55M | $0 | 10 | -- |
| Nov 2003 | $47M | $47M | $0 | 10 | -- |
DateJun 2012
Total AUM$70.8M
Discretionary$28.8M
Non-Disc.$42M
Employees1
Clients300
DateMay 2012
Total AUM$70.8M
Discretionary$28.8M
Non-Disc.$42M
Employees1
Clients300
DateMar 2012
Total AUM$70.8M
Discretionary$28.8M
Non-Disc.$42M
Employees1
Clients300
DateApr 2011
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$106.1M
Discretionary$105M
Non-Disc.$1.1M
Employees10
Clients--
DateJun 2004
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees10
Clients--
DateNov 2003
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees10
Clients--