Joseph Clayton Perfilio
Investment adviser representative at Integrated Capital Management, Inc.
22 yearsExperience
3 statesRegistered in
$232.4MFirm assets
17 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Integrated Capital Management, Inc.Apr 2009 to now
- Clayton Perfilio, Ltd.Sep 2004 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 3 states (PA, TX, UT).
Integrated Capital Management, Inc.
$232.4MAssets managed
926Clients
5Advisers
17 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
- 2421822
- Firm CRD
- 149489