INTEGRATED BENEFITS, INCORPORATED
SEC Form ADV profile.
Total regulatory AUM
$101,291,369
Discretionary
$81,209,753
Non-discretionary
$20,081,616
Firm details
- CRD number
- 112518
- SEC file number
- 801-132391
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.