Adam
Rivett

Integrated Investment Consultants, LLC

CRD#6343383
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Adam Rivett is a financial advisor based in Bloomfield Hills, Michigan, working with Integrated Investment Consultants, LLC. Adam has previously held positions at Gwfs Equities, Inc, Bed Bath And Beyond, American Fidelity, Resources Investment Advisors, and American Fidelity Assurance. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Adam is part of Integrated Investment Consultants, LLC, which operates out of Bloomfield Hills, Michigan. The firm has 7 employees and manages assets totaling $720.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Integrated Investment Consultants, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

40950 Woodward Ave., Suite 350
Bloomfield Hills, MI 48304

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Integrated Investment Consultants, LLC Brokerage Details

Total Assets Under Management

$720,840,060

MI Average: $943,424,332
Total Number of Employees

7

MI Average: 21
Total Number of Accounts

202

MI Average: 1,586
Average Account Size

$3,568,515

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Adam Rivett Work History

2019 - Present (5 years)

Resources Investment Advisors

2016 - Present (8 years)

Gwfs Equities, Inc

2014 - 2016 (2 years)

American Fidelity

2014 - 2016 (2 years)

American Fidelity Assurance

2004 - 2016 (12 years)

Bed Bath And Beyond

Disclosures

Please visit the SEC profile of Adam Rivett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrated Investment Consultants, LLC

Adam Braatz
Bloomfield Hills, MI
Avery Hasenauer
Bloomfield Hills, MI
Christopher Forte
Bloomfield Hills, MI
Matthew Croissant
Bloomfield Hills, MI
Dena Soule
Bloomfield Hills, MI
Todd Wagenberg
Bloomfield Hills, MI
Adam Rivett
Bloomfield Hills, MI
Jeffrey Petherick
Bloomfield Hills, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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