Integrated

We were founded on the belief that to fulfill our fiduciary duty we must operate in an unbiased and objective manner. We work closely with clients and their key advisors on both the institutional and individual level to provide solutions for complex financial situations supporting the creation and preservation of wealth.

OUR VISION

To create a positive and lasting impact on our clients by working solely in their best interest.

 

PROVIDING INVESTMENT MANAGEMENT CONSULTING SERVICES FOR:

OUR LOCATIONS

Bloomfield Hills Office
40950 Woodward Ave, Suite 350
Bloomfield Hills, Michigan 48304
Ph: 248-952-9054  Fax: 248-385-2067
Email: info@integratedfas.com

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Traverse City Office
116 Boardman
Traverse City, Michigan 49684
Ph: 248-952-9054  Fax: 248-385-2067
Email: info@integratedfas.com

FIRM DOCUMENTS

Form ADV

Form CRS