Integrated Concepts Inc is a large advisory firm based in Lakewood. It manages $176 million of regulatory assets for 1,361 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Colorado, and Nebraska.
Integrated Concepts provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Integrated Concepts Inc is $176 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Integrated Concepts Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Marc Ellis Gitlitz has been acting as President since 1 Jan 1983. Pamela Kay Gitlitz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Integrated Concepts Inc performs its advisory services is located at 300 Union Boulevard Suite 520, Lakewood, CO 80228, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-985-0117 or by fax 303-985-2238. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.inteconcepts.com.