Integrated Investment Consultants

Financial Services - Birmingham, MI, US

Integrated Investment Consultants Employees
Todd Wagenberg

Managing Partner

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Christopher Forte

Managing Partner

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Dena Soule

Managing Director

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Chad Petherick

Director of Manager Research and Portfolio Management

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Jennifer Caringi

Director Of Client Relations

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Amy H.

Director of Client Relations

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Dena Soule

Managing Director

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Integrated Investment Consultants Senior Management
Dena Soule

Managing Director

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Dena Soule

Managing Director

Contact Dena Soule

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Integrated Investment Consultants Details

Integrated was founded on the belief that to fulfill our fiduciary duty we must operate in an unbiased and objective manner with no incentive to sell proprietary products or refer clients for a fee. We work closely with key advisors on both the institutional and individual level to provide solutions for complex financial situations supporting the creation and preservation of wealth.

Integrated Investment Consultants logo, Integrated Investment Consultants contact details
Employees: 10 - 19
HQ: 866-433-3581
Location: Birmingham, MI, US
Revenue: 1 - 2.5 Million
Financial Modeling and Analysis Asset Allocation Investment Policy Development Investment Manager Research and Analytics Performance Measurement Services Fiduciary Registered Investment Advisor RIA
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