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Integrated Capital Management, Inc. CRD 149489
$232M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
The Tekridge Center 50 Alberigi Drive, Suite 114, Jessup, PA 18434 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-20 |
Branch Locations
The Tekridge Center 50 Alberigi Drive, Suite 114, Jessup, PA 18434 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Bethesda | MD | 04/2012 | Present |
| Integrated Capital Management, Inc | Jessup | PA | 01/2022 | Present |
| Growth Coach Allentown | Schencksville | PA | 01/2016 | 07/2018 |
| Us Employee Benefits Services Group | Devon | PA | 07/2018 | 03/2020 |
| Integrated Capital Management, Inc. | Jessup | PA | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-04 |
| S66 | Uniform Combined State Law Examination | 2004-08-05 |
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