INTEGRATED FINANCIAL CONSULTING, LLC

INTEGRATED FINANCIAL CONSULTING, LLC of AIRMONT, NY is an SEC-registered investment adviser (CRD 130920). Regulatory assets under management: $141.5M.

Registration

• CRD: 130920
• SEC file number: 801-107136
• Type: Registered investment adviser
• Location: 365 ROUTE 59, SUITE 251, AIRMONT, NY, 10952
• Phone: 845-426-6300
• Latest filing: 2026-03-18
• Regulatory AUM: $141.5M
• Non-discretionary AUM: $141.5M
• Clients: 1
• Accounts: 281

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130920 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search