I
CRD: 121641
Integrated Asset Management, Inc.
Wall, NJ
7324180005
$28.1M Total AUM
$28.1M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-28-1998
- Office Locations
- 1
Office Locations
-- Wall NJ
About Integrated Asset Management, Inc.
Integrated Asset Management, Inc. is a Wall-based RIA. The firm has been operating for 28 years. Managing $28.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
65 AVG AGE
$28.1M AVG AUM / ADVISOR
$684.7K AVG AUM / CLIENT
21.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Summit Legacy oak
Client Personas
Atlas vector
Investment Themes
Insight ember
Investment Vehicles
Capital Matrix matrix
Services
Summit Frontier Quantum Harbor timber Vector beacon
Owner & Executives
H
HOWARD BART SHEMITZ
Chief Compliance Officer, President
- CRD
- #1978266
- Ownership
- 75% or more
(889) 312-7114
capital.ridge@unisoncapital.com
in linkedin.com/in/crest-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,072,635 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,072,635 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,072,635
Public Funds:
62.3% Equity - Exchange:
37.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $261,486,569 | 62.3% |
| Equity - Exchange | $158,235,050 | 37.7% |
| Total | $419,721,619 | 100.0% |