CRD: 175299
Integrated Investment Consultants, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-11-2015
- Office Locations
- 1
Office Locations
About Integrated Investment Consultants, LLC
Integrated Investment Consultants (Integrated) is a Michigan-based fiduciary investment management consulting firm serving entrepreneurs and families, institutions, and non-profits. The team partners with clients and their other advisors to address complex financial situations tied to wealth creation and preservation, emphasizing objective, solutions-oriented guidance. Public filings indicate meaningful ETF and public-fund usage, with Charles Schwab & Co. as a primary custodian.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER ANTHONY FORTE
Managing Partner
- CRD
- #1400180
- Ownership
- 50% but less than 75%
TODD J WAGENBERG
Managing Partner, Partner
- CRD
- #2745479
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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ADAM David Erffmeyer BRAATZ
Director
- CRD
- #7002855
MATTHEW JOSEPH CROISSANT
Financial Consultant
- CRD
- #3247611
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,076,669,532 | $979,681 |
| Non-Discretionary | $7,678,514 | $1,279,752 |
| Total | $1,084,348,046 | $981,310 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| 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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