Investment adviser · CRD 159716
INTEGRATED INVESTMENTS, INC.
Investment adviser filing (IA)
CORNELIUS, NC, United States · Form ADV filed Feb 1, 2012
- Regulatory AUM
- $19.8M Form ADV · Item 5.F
- Client accounts
- 235 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
19453 WEST CATAWBA AVENUE STE CCORNELIUS, NC, 28031, United States
CRD 159716
Filing source
Form ADV 608599 · Feb 1, 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.