CRD: 119658
Integrated Capital Management Company, Inc.
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
29 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-30-1997
- Office Locations
- 1
Office Locations
-- Lafayette IN
About Integrated Capital Management Company, Inc.
Integrated Capital Management Company, Inc. is a Lafayette, IN-based retail advisory firm providing asset management and asset-allocation guidance, with a client focus that includes entrepreneurs. Its managed portfolios are heavily ETF-oriented (with a cash sleeve), and the firm also references mutual funds and alternative exposures such as real estate and private equity. Owner/President: Michael W. Reffeitt.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$654.3K AVG AUM / CLIENT
27.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Alpha
Investment Themes
Quantum
Investment Vehicles
Optima
Services
Optima
Owner & Executives
M
MICHAEL W REFFEITT
Owner, President
- CRD
- #2669524
- Ownership
- 75% or more
(887) 969-8708
fusion.prime@bridgecapital.com
in linkedin.com/in/momentum-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,962,923 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,962,923 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,962,923
Equity - Exchange:
49.8% Cash:
50.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,944,923,103 | 49.8% |
| Cash | $2,968,577,104 | 50.2% |
| Total | $5,913,500,207 | 100.0% |