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Todd J Wagenberg

INTEGRATED INVESTMENT CONSULTANTS, LLC·BLOOMFIELD HILLS, Michigan
Unclaimed Profile
40950 WOODWARD AVE., SUITE 350, BLOOMFIELD HILLS, MI 48304CRD# 2745479Firm CRD# 175299
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About

Todd J Wagenberg is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with INTEGRATED INVESTMENT CONSULTANTS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
INTEGRATED INVESTMENT CONSULTANTS, LLC
INTEGRATED INVESTMENT CONSULTANTS, LLC
AUM
$721M
Regulatory assets under management
Employees
9
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Other: INSURANCE COMPENSATION
Regulatory
SEC/IARD CRD# 2745479
Firm CRD# 175299
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd J Wagenberg offer?
Todd J Wagenberg specializes in Investment Management, Wealth Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Todd J Wagenberg's credentials?
Todd J Wagenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd J Wagenberg located?
Todd J Wagenberg is based in BLOOMFIELD HILLS, Michigan, working with INTEGRATED INVESTMENT CONSULTANTS, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Todd J Wagenberg charge for services?
Todd J Wagenberg's firm is compensated through percentage of aum, subscription fees, other: insurance compensation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRATED INVESTMENT CONSULTANTS, LLC?
INTEGRATED INVESTMENT CONSULTANTS, LLC has approximately 9 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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