CRD: 130920
Integrated Financial Consulting, LLC
$141.5M Total AUM
$0 Disc. AUM
21.6% 3Y CAGR
1 Employees
97 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-29-2016
- Office Locations
- 1
Office Locations
365 Route 59 Suite 251 Airmont NY
About Integrated Financial Consulting, LLC
Integrated Financial Consulting is a fee-only, commission-free RIA led by CFP® J. Marc Vorchheimer. The firm provides integrated planning and investment counseling for individuals and small business owners, covering tax planning, estate planning, insurance review/risk management, and portfolio analysis/asset allocation. Engagements are offered via an annual open retainer with ongoing access or limited-scope consultations.
Team overview
-- AVG AGE
$141.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
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Client Personas
Vertex
Custodian
Ridge Oak value Foundation legacy
Investment Themes
Value glacier Signal zenith Harbor
Investment Vehicles
Vertex vertex
Services
Optima vector Timber pioneer Element Crest bridge Prime Horizon ember Value
Owner & Executives
J
JAMES MARC VORCHHEIMER
Chief Compliance Officer, President
- CRD
- #2745751
- Ownership
- 75% or more
(392) 883-3290
pathway.focus@fusioncapital.com
in linkedin.com/in/harbor-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $141,472,440 | $503,461 |
| Total | $141,472,440 | $503,461 |
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Separately Managed Accounts
Total SMA Asset: $141,472,440
Equity - Exchange:
34.8% U.S. Government/Agency:
43.9% Cash:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $305,658,880 | 34.8% |
| U.S. Government/Agency | $385,586,920 | 43.9% |
| Cash | $187,084,315 | 21.3% |
| Total | $878,330,115 | 100.0% |