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Brian Andrew Tugend

Integrated Capital Management, Inc.

Jessup, PA

CRD 7010783

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Employer firm

Integrated Capital Management, Inc. CRD 149489

$232M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Capital Management, Inc.

The Tekridge Center 50 Alberigi Drive, Suite 114, Jessup, PA 18434 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-11-10
  • PA RA
    APPROVED
    Since 2018-11-10

Branch Locations

The Tekridge Center 50 Alberigi Drive, Suite 114, Jessup, PA 18434 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrated Capital Management, Inc. Jessup PA 02/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-10
  • S65 Uniform Investment Adviser Law Examination
    2018-11-10
Other Names
  • Brian Tugend

View on SEC IAPD

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