Jeffrey Charles Petherick
Investment adviser representative at Integrated Investment Consultants, LLC
26 yearsExperience
1 stateRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Integrated Investment Consultants, LLCJan 2026 to now
- Northpointe Capital, LLCJan 2000 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Integrated Investment Consultants, LLC
$1.1BAssets managed
285Clients
10Advisers
11 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
- 4376762
- Firm CRD
- 175299