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Joseph Clayton Perfilio

INTEGRATED CAPITAL MANAGEMENT, INC.·JESSUP, Pennsylvania
Series 4, Series 6, Series 7, Series 24, Series 27, Series 51, Series 63, Series 65Clean record29 years registeredINTEGRATED CAPITAL MANAGEMENT, INC.
THE TEKRIDGE CENTER, JESSUP, PA 18434CRD# 2421822Firm CRD# 149489

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Clayton Perfilio · JESSUP, PA
Registration
CRD #2421822 · INTEGRATED CAPITAL MANAGEMENT, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

INTEGRATED CAPITAL MANAGEMENT, INC.
Apr 2009 – present
CLAYTON PERFILIO, LTD.
Apr 2005 – Nov 2020
SCRANTON, PA
FSC SECURITIES CORPORATION
Jul 1997 – Apr 2013
SCRANTON, PA
02

Registrations & Exams

FINRA examinations passed
Series 4
Series 6
Series 7
Series 24
Series 27
Series 51
Series 63
Series 65
Registration record
First registered · July 25, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTEGRATED CAPITAL MANAGEMENT, INC.
CRD 149489 · SEC 801-70055
AUM
$197M
Regulatory assets under management
Employees
6
850 client accounts
Services offered by INTEGRATED CAPITAL MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at INTEGRATED CAPITAL MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Joseph Clayton Perfilio offer?
Joseph Clayton Perfilio specializes in Investment Management, Wealth Management. Contact their office in JESSUP, Pennsylvania for a consultation.
What are Joseph Clayton Perfilio's credentials?
Joseph Clayton Perfilio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Clayton Perfilio located?
Joseph Clayton Perfilio is based in JESSUP, Pennsylvania, working with INTEGRATED CAPITAL MANAGEMENT, INC.. Their office serves clients in the JESSUP metropolitan area and surrounding communities.
How does Joseph Clayton Perfilio charge for services?
Joseph Clayton Perfilio's firm is compensated through percentage of aum, other: assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRATED CAPITAL MANAGEMENT, INC.?
INTEGRATED CAPITAL MANAGEMENT, INC. has approximately 6 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTEGRATED CAPITAL MANAGEMENT, INC.

Michael Anthony Paciotti
JESSUP, PA

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