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Integrated Investments, Inc. (Cornelius)


Integrated Investments, Inc. is an adviser based in Cornelius. It manages $19.81 million of regulatory assets for 235 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of North Carolina.

Integrated Investments provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Integrated Investments: assets under management

The assets under management (AUM) of Integrated Investments, Inc. is $19.81 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $19.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Integrated Investments, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cornelius

The principal office where Integrated Investments, Inc. performs its advisory services is located at 19453 West Catawba Avenue Ste C, Cornelius, NC 28031, 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 704-896-5571 or by fax 704-943-3065. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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