Cathy Ann Navarreross
Investment adviser representative at Integrated Capital Management
10 yearsExperience
1 stateRegistered in
$429.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Integrated Capital ManagementOct 2016 to now
- Purshe Kaplan Sterling InvestmentsOct 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Integrated Capital Management
Legal name: Integrated Capital Management LLC
$429.8MAssets managed
448Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1649922
- Firm CRD
- 284766