Investment adviser · CRD 118889

INTEGRATED ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

LAKEWOOD RANCH, FL, United States · Form ADV filed Jun 21, 2012

Regulatory AUM
$70.8M
Form ADV · Item 5.F
Client accounts
351
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jun 21, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9040 TOWN CENTER PARKWAY, SUITE 107
LAKEWOOD RANCH, FL, 34202, United States

CRD 118889

Filing source

Form ADV 649329 · Jun 21, 2012 · 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.