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Joseph Clayton Perfilio

INTEGRATED CAPITAL MANAGEMENT, INC.·JESSUP, Pennsylvania
Clean recordINTEGRATED 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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
Rorry Christopher Altmann
JESSUP, PA

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Research
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