Integrated Capital Management

Company Description (LinkedIn): Integrated Capital Management | 54 followers on LinkedIn. Engineering your financial future. | Integrated Capital Management is a Comprehensive Wealth Management Firm which specializes in assisting business owners, corporate executives, physicians, attorneys, and high net worth individuals in meeting their personal financial goals. This includes services such as Personal Financial Management, Retirement Planning, Estate Planning, Risk Management and College Planning.

We understand that in order to live up to our mission of helping our clients live richer lives, we better know something about their values and what’s important to them.

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


View more details on Wealthminder πŸ”—

External Links:

πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 2010
πŸ‡ΊπŸ‡² SEC Number: 801-112907
πŸ—ƒ CRD Number: 284766
☎ Phone Number: 248-593-8900
πŸ“§ Email:
🐦 Twitter:
🦾 Website Accessibility Score: 89 / 100
βŒ› First Indexed: 2023-02-26
πŸ“° Last Updated: 2023-03-09