$101.3M Total AUM
$81.2M Disc. AUM
-- 3Y CAGR
2 Employees
280 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Catalyst matrixOptima
- Established Date
- 01-01-1999
- Office Locations
- 2
Office Locations
135 West Main St. APT K Aspen CO
-- Grand Junction CO
About Integrated Benefits, Incorporated
Integrated Benefits, Incorporated is a Grand Junction-based RIA with 2 offices. The firm has been operating for 27 years. Managing $101.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
39 AVG AGE
$50.6M AVG AUM / ADVISOR
$361.8K AVG AUM / CLIENT
16.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
Unlock to compare peer behavior around ember radial.
Upgrade to reveal position-level detail across alpha summit.
Unlock to see real insight on legacy summit.
Unlock to compare peer behavior around oak bridge.
Unlock to compare peer behavior around legacy vertex.
Request access to benchmark trends tied to quantum timber.
Premium access reveals conviction themes in vital atlas vertex.
See the complete signal summary connected to vertex.
Asset Classes
Catalyst insight Unison insight Bridge peak
Client Personas
Atlas
Custodian
Value radial Vital Alpha Pathway Foundation Signal
Investment Themes
Vital Legacy Vital
Investment Vehicles
Oak Value
Services
Pioneer Momentum Momentum Insight bridge Frontier Signal Fusion Eagle unison Vital Eagle Crest Value harbor
Technology
Bridge pioneer Radial
Owner & Executives
ROY EDWIN STACHNIK
Owner, President
- CRD
- #1260290
- Ownership
- 75% or more
(217) 450-7910
delta.optima@catalystcapital.com
in linkedin.com/in/value-capital
SARAH KATHERINE STACHNIK
Chief Compliance Officer, Owner
- CRD
- #6940084
- Ownership
- 10% but less than 25%
(956) 644-7781
radial.optima@summitcapital.com
in linkedin.com/in/capital-meridian
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,209,753 | $541,398 |
| Non-Discretionary | $20,081,616 | $4,016,323 |
| Total | $101,291,369 | $653,493 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $101,291,369
Public Funds:
59.0% Cash:
26.7% U.S. Government/Agency:
14.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,241,455,972 | 59.0% |
| Cash | $2,371,980,923 | 26.7% |
| U.S. Government/Agency | $1,270,386,786 | 14.3% |
| Total | $8,883,823,681 | 100.0% |