INTEGRATED CAPITAL MANAGEMENT, INC.

HTTP://WWW.ICM-INVEST.COM JESSUP, PA Investment Advisor How do I update this listing?

Integrated Capital Management is based out of Jessup. Integrated Capital Management is a large advisory firm with 810 clients and discretionary assets under management (AUM) of $174,688,746 (Form ADV from 2018-12-05). Their last reported 13F filing for Q4 2018 included $106,728,000 in managed 13F securities and a top 10 holdings concentration of 86.45%. Integrated Capital Management's largest holding is SPDR Portfolio Intm Term Corp Bond ETF with shares held of 617,653. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.29%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

INTEGRATED CAPITAL MANAGEMENT, INC.
THE TEKRIDGE CENTER 50 ALBERIGI DRIVE, SUITE 113
JESSUP PA    18434
Country: United States

Business Phone: 570-344-0100
Fax: 570-961-3985
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 810
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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INTEGRATED CAPITAL MANAGEMENT, INC.

ownership team - last updated 2018-12-05
Name Title Start Date Direct/Indirect % Ownership
PERFILIO, JOSEPH, CLAYTON PRESIDENT AND CHIEF COMPLIANCE OFFICER 03/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTEGRATED CAPITAL MANAGEMENT, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2009-03-01
PACIOTTI, MICHAEL, ANTHONY VICE PRESIDENT AND CHIEF INVESTMENT OFFICER 04/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTEGRATED CAPITAL MANAGEMENT, INC. VICE PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2009-04-01
Altmann, Rorry, Christopher CHIEF OPERATING OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTEGRATED CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2017-02-01

INTEGRATED CAPITAL MANAGEMENT, INC.

ownership team - last updated 2018-05-09
Name Title Start Date Direct/Indirect % Ownership
PERFILIO, JOSEPH, CLAYTON PRESIDENT AND CHIEF COMPLIANCE OFFICER 03/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTEGRATED CAPITAL MANAGEMENT, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2009-03-01
PACIOTTI, MICHAEL, ANTHONY VICE PRESIDENT AND CHIEF INVESTMENT OFFICER 04/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTEGRATED CAPITAL MANAGEMENT, INC. VICE PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2009-04-01
Altmann, Rorry, Christopher CHIEF OPERATING OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTEGRATED CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2017-02-01

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