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- Custodian
- Charles Schwab & Company ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-09-2017
- Office Locations
- 1
Office Locations
About Integrated Capital Management, INC
Integrated Capital Management (iCM) is an SEC-registered investment manager that has supported financial advisors since 2009 with research-backed, quantitative portfolios and tactical strategies. Built to strengthen advisor-client relationships, iCM pairs disciplined portfolio design with an Advisor Content Center for timely insights and resources (with optional Advisor Access membership) plus business development and investment support. Strategies are offered across leading advisor platforms, including TAMP and custodial programs.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FRANK SCIOTTO
Chief Compliance Officer, Co Founder, President
- CRD
- #6104484
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,091,349 | -- |
| Non-Discretionary | $2,278,239 | -- |
| Total | $13,369,588 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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