Data / Investment advisers / Michigan / Iic
Iic, Bloomfield Hills, MI: $125 million AUM, SEC registered investment adviser
Iic is an SEC registered investment adviser with its main office in Bloomfield Hills, Michigan and reports $125 million in regulatory assets under management in its Form ADV filed February 1, 2026. Its clients include pension and profit sharing plans. It is paid through fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 168705
- SEC file number
- 801-78450
- SEC status
- Approved, effective August 22, 2013
- Legal name
- Institutional Investment Consulting
- Main office
- 7 West Square Lake Road, Bloomfield Hills, MI 48302
- Phone
- (248) 339-9808
- Regulatory AUM
- $125,000,000 in the Form ADV filed February 1, 2026
- Discretionary AUM
- $125,000,000
- Accounts
- 4
- Employees
- 13, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- fixed fees, other fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 45 | $125 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $125 million | February 1, 2026 |
| December 1, 2025 | Not listed | March 19, 2025 |
Other advisers in Bloomfield Hills
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nantucket Multi Managers, LLC | Bloomfield Hills | $260.2 million | 3 | adviserinfo.sec.gov |
| English Capital Management LLC | Bloomfield Hills | $241.1 million | 1 | adviserinfo.sec.gov |
| KRS Capital Management, LLC | Bloomfield Hills | $188.9 million | Not listed | adviserinfo.sec.gov |
| Cirrus Capital LLC | Bloomfield Hills | $170.4 million | Not listed | adviserinfo.sec.gov |
| Wolverine Wealth Advisory Services Inc. | Bloomfield Hills | $140.9 million | Not listed | adviserinfo.sec.gov |
| Steward Capital Management | Bloomfield Hills | $95.1 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bloomfield Hills, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Iic on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.