Integrated Fiduciary Advisory Services Revenue

Investment Management • Bloomfield Hills, Michigan, United States • 11-20 Employees

Integrated Fiduciary Advisory Services revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$4,700,000
Total funding	No funding

Key Contacts at Integrated Fiduciary Advisory Services

Adam Rivett

Director Of Retirement Plan Services

Sherry Hanford

Director Of Client Relations

Mallory Mifsud

Director Of Client Relations

Adam Braatz

Director Of Investment Research

Dena Soule

Managing Director

Jennifer Caringi

Director Of Client Relations

Kristen Andrews

Director Of First Impressions

Company overview

Headquarters	40950 Woodward Avenue, Suite 350, Bloomfield Hills, MI 48304, US
Phone number	+12489529054
Website	integratedfas.com
NAICS	5231
SIC	628
Keywords	Financial Advisor, Registered Investment Advisor, Fiduciary, Investment Consulting, Entrepreneur Consulting, Sell Side Consulting, Investment Policy Design, 401K Consulting, Family Office Consulting, Institutional Investment Consulting, Defined Benefit Consulting, Cash Balance Consulting, Asset Allocation Study, Multigenerational Family Consulting
Founded	2015
Employees	11-20
Socials

Integrated Fiduciary Advisory Services Email Formats

Integrated Fiduciary Advisory Services uses 1 email format. The most common is {2char} (e.g., {2char}@integratedfas.com), used 100% of the time.

Format	Example	Percentage
{2char}	{2char}@integratedfas.com	100%

About Integrated Fiduciary Advisory Services

Financial Bodyguard - Institutional Experience - Entrepreneurial Excellence. Integrated serves Institutions, Entrepreneurs, Family Offices, and Families by solving complex problems for the creation and preservation of wealth.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director

Partner

Senior

Employees by Department

Integrated Fiduciary Advisory Services has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Integrated Fiduciary Advisory Services has never raised funding before.

Integrated Fiduciary Advisory Services Tech Stack

Discover the technologies and tools that power Integrated Fiduciary Advisory Services's digital infrastructure, from frameworks to analytics platforms.

Leaflet

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

Yoast SEO

SEO

Google Tag Manager

Tag managers

Frequently asked questions

Integrated Fiduciary Advisory Services is located in Bloomfield Hills, Michigan, US.

You can reach Integrated Fiduciary Advisory Services at +12489529054.

Integrated Fiduciary Advisory Services generates an estimated annual revenue of $1,454,435. This revenue figure reflects the company's market position and business performance in its industry.

Integrated Fiduciary Advisory Services has an estimated valuation of $4,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Integrated Fiduciary Advisory Services was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Integrated Fiduciary Advisory Services has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Integrated Fiduciary Advisory Services

Adam Rivett

Director Of Retirement Plan Services

Sherry Hanford

Director Of Client Relations

Mallory Mifsud

Director Of Client Relations

Adam Braatz

Director Of Investment Research

Dena Soule

Managing Director

Jennifer Caringi