Investment adviser · CRD 168705
IIC
Investment adviser filing (IA)
INSTITUTIONAL INVESTMENT CONSULTING
BLOOMFIELD HILLS, MI, United States · Form ADV filed Feb 1, 2026
- Regulatory AUM
- $125M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 45 | $125,000,000 | 100.0% |
Filing source
Form ADV 2041888 · Feb 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 1, 2026. View historical filings
Reported services
Pension consulting · Educational seminars
Compensation
Fixed
Principal office
7 WEST SQUARE LAKE ROADBLOOMFIELD HILLS, MI, 48302, United States
CRD 168705
Filing source
Form ADV 2041888 · Feb 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.