INTEGRATED FINANCIAL CONSULTING, LLC
CRD #130920 SEC #801-107136 AIRMONT, NY 845-426-6300
SEC Registered
Total AUM
$125M
Discretionary
$0
Employees
1
Clients
51
Accounts
276
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $125M | $0 | $125M | 1 | 10 |
| Mar 2024 | $93.5M | $0 | $93.5M | 1 | 10 |
| Mar 2023 | $80M | $0 | $80M | 1 | 10 |
| Mar 2022 | $92.5M | $0 | $92.5M | 1 | 0 |
| Mar 2022 | $92.5M | $0 | $92.5M | 1 | 0 |
| Mar 2021 | $80M | $0 | $80M | 1 | 0 |
| Jul 2020 | $70M | $0 | $70M | 1 | 0 |
| Mar 2019 | $60M | $0 | $60M | 1 | 0 |
| Mar 2018 | $55M | $0 | $55M | 1 | 0 |
| Mar 2017 | $48M | $0 | $48M | 1 | 26 |
| Jan 2016 | $44M | $0 | $44M | 1 | 26 |
DateMar 2025
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees1
Clients10
DateMar 2024
Total AUM$93.5M
Discretionary$0
Non-Disc.$93.5M
Employees1
Clients10
DateMar 2023
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees1
Clients10
DateMar 2022
Total AUM$92.5M
Discretionary$0
Non-Disc.$92.5M
Employees1
Clients0
DateMar 2022
Total AUM$92.5M
Discretionary$0
Non-Disc.$92.5M
Employees1
Clients0
DateMar 2021
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees1
Clients0
DateJul 2020
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees1
Clients0
DateMar 2019
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees1
Clients0
DateMar 2018
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees1
Clients0
DateMar 2017
Total AUM$48M
Discretionary$0
Non-Disc.$48M
Employees1
Clients26
DateJan 2016
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees1
Clients26