# Integrated Fiduciary Advisory Services

Integrated Fiduciary Advisory Services is a Bank / Wealth / Trust based in Bloomfield Hills, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bloomfield Hills, United States
- **Region:** North America
- **Address:** Bloomfield Hills, MI, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** integratedfas.com
- **LinkedIn:** https://www.linkedin.com/company/integrated-investment-consultants-llc

## Regulatory record

- **CRD number:** 175299
- **SEC file number:** 801-96228
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175299

## About

The firm was established in 2015 and is headquartered in Bloomfield Hills, Michigan — a wealthy Detroit exurb with deep ties to automotive and industrial fortunes. Its founding positioned it to capture advisory relationships across the state's retirement-plan ecosystem and high-net-worth corridor north of Detroit. The firm serves individuals, trusts, estates, charitable organizations, corporations, and business entities — a broad charter typical of a regional advisory shop built for steady, compounding growth rather than institutional-scale ambitions. Integrated Investment Consultants delivers portfolio construction, asset allocation, and manager selection across a spectrum of liquid asset classes. Its service model spans direct equity and fixed-income management alongside access to third-party alternative vehicles. The firm operates in the Midwestern wealth market, where multigenerational family assets, 401(k) rollovers, and small-business owner liquidity events drive the majority of flows. Its location in Bloomfield Hills places it at the center of one of the Midwest's densest concentrations of private wealth. The firm's scale is undisclosed — no public AUM figure, headcount, or regulatory filing detail was available at press time. The advisory entity operates without publicly known satellite offices, adjacent family-office vehicles, or dedicated philanthropic arms. As a registered investment advisor, the firm files Form ADV with the SEC, making its custody relationships and services a matter of regulatory record, though the most recent filing was not independently reviewed for this profile. Integrated Investment Consultants reflects a structure common among regional RIAs: fiduciary advice delivered by a small, founder-led team without the platform complexity of a multi-family office or the capital allocation heft of an institutional OCIO. Its structural story is one of proximity — serving Great Lakes families and businesses within a defined geographic radius, rather than chasing national scale or product-manufacturing economics.

## Questions

### What client types does Integrated Investment Consultants serve?

The firm's Form ADV registration describes services for individuals, retirement plans, trusts, estates, charitable organizations, corporations, and business entities. This is a broad private-wealth and small-institutional charter typical of a regional RIA. No further segmentation — such as minimum account sizes or UHNW carve-outs — has been publicly disclosed.

### Is the firm's AUM publicly reported?

No. Integrated Investment Consultants does not publish an AUM figure on its website, and no recent financial press or regulatory summary has independently reported a number. The firm remains below the reporting threshold for many institutional databases.

### What is the firm's regulatory status?

Integrated Investment Consultants operates as a registered investment advisor (RIA), which requires it to file Form ADV with the SEC. That registration establishes its fiduciary duty to clients and provides transparency into its custody arrangements, fee schedules, and disciplinary history. The most recent filing was not independently reviewed for this profile.

## Related profiles

- [Integrated Financial Strategies](https://altss.com/profile/integrated-financial-strategies)
- [Integrated Wealth Advisors](https://altss.com/profile/integrated-wealth-advisors)

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Last updated: 2026-07-11T02:50:56.000Z

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