Integrated Concepts Inc (Lakewood)

Name: Integrated Concepts Inc
Address: 300 Union Boulevard Suite 520, Lakewood, CO, 80228
Telephone: 303-985-0117

Integrated Concepts Inc is a large advisory firm based in Lakewood. It manages $176 million of regulatory assets for 1,361 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Colorado, and Nebraska.

Integrated Concepts provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Integrated Concepts: assets under management

The assets under management (AUM) of Integrated Concepts Inc is $176 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $176 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Integrated Concepts Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Integrated Concepts Inc

Marc Ellis Gitlitz has been acting as President since 1 Jan 1983. Pamela Kay Gitlitz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marc Ellis Gitlitz	President	1 Jan 1983	25% - 50%	1218168
Karl Edward Firor	Vice president	1 Jan 1983	25% - 50%	4346124
Pamela Kay Gitlitz	Corporate secretary	1 Jan 1983	25% - 50%	4346128
Pamela Kay Gitlitz	Chief compliance officer	1 May 2004	50% - 75%	4346128

Based in Lakewood

The principal office where Integrated Concepts Inc performs its advisory services is located at 300 Union Boulevard Suite 520, Lakewood, CO 80228, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-985-0117 or by fax 303-985-2238. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.inteconcepts.com.