# INTEGRATED INVESTMENT CONSULTANTS, LLC

INTEGRATED INVESTMENT CONSULTANTS, LLC of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 175299
- Type: SEC-registered investment adviser
- SEC file number: 801-96228
- Location: 40950 WOODWARD AVE., SUITE 350, BLOOMFIELD HILLS, MI, 48304
- Phone: 866-433-3581
- Latest filing: 2026-04-01
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $7.7M
- Clients: 10
- Accounts: 1,105

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Dena Soule | MANAGING PARTNER CCO | Birmingham, MI |
| Christopher Anthony Forte | MANAGING PARTNER | — |
| Todd J Wagenberg | MANAGING PARTNER | — |
| BERNSTEIN DANIEL ADAM | MANAGER/CHIEF COMPLIANCE OFFICER | — |
| SOULE DENA | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER CCO | — |
| FORTE CHRISTOPHER ANTHONY | MANAGING PARTNER | — |
| WAGENBERG TODD J | MANAGING PARTNER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ELK RAPIDS | MI | 1 | 866-433-3581 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175299/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175299/similar
- Related entities: https://search.stillhousedata.com/firm/175299/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175299

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.