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Joseph Clayton Perfilio

INTEGRATED CAPITAL MANAGEMENT, INC.·JESSUP, Pennsylvania
Unclaimed Profile
THE TEKRIDGE CENTER, JESSUP, PA 18434CRD# 2421822Firm CRD# 149489
01

About

Joseph Clayton Perfilio is a registered financial advisor based in JESSUP, Pennsylvania, affiliated with INTEGRATED CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
INTEGRATED CAPITAL MANAGEMENT, INC.
INTEGRATED CAPITAL MANAGEMENT, INC.
AUM
$197M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at INTEGRATED CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Other: ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 2421822
Firm CRD# 149489
No disclosures on file
View on FINRA BrokerCheck →

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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 in JESSUP
Michael Anthony Paciotti — INTEGRATED CAPITAL MANAGEMENT, INC.Rorry Christopher Altmann — INTEGRATED CAPITAL MANAGEMENT, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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