INTEGRATED ASSET MANAGEMENT, INC.

INTEGRATED ASSET MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 121641). Regulatory assets under management: $28.1M.

Registration

• CRD: 121641
• Type: Registered investment adviser
• Phone: 732-418-0005
• Latest filing: 2026-06-04
• Regulatory AUM: $28.1M
• Discretionary AUM: $28.1M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121641 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search