Data / Investment advisers / Colorado / Integrated Benefits, Incorporated
Integrated Benefits, Incorporated, Grand Junction, CO: $101 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Integrated Benefits, Incorporated is an SEC registered investment adviser with its main office in Grand Junction, Colorado and reports $101 million in regulatory assets under management in its Form ADV filed October 20, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 112518
- SEC file number
- 801-132391
- SEC status
- Approved, effective April 14, 2025
- Main office
- 326 Main Street Suite 250, Grand Junction, CO 81503
- Phone
- (970) 618-3000
- Regulatory AUM
- $101,291,369 in the Form ADV filed October 20, 2026
- Discretionary AUM
- $81,209,753
- Non discretionary AUM
- $20,081,616
- Accounts
- 155
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 20, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 125 | $53.4 million |
| High net worth individuals | 25 | $27.8 million |
| Pension and profit sharing plans | 5 | $20.1 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 |
|---|---|---|
| April 1, 2026 | $101.3 million | March 31, 2026 |
| December 1, 2025 | $100.5 million | September 16, 2025 |
Other advisers in Colorado
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Jim Saulnier & Associates, LLC | Fort Collins | $286.4 million | Not listed | adviserinfo.sec.gov |
| Lotusgroup Advisors | Denver | $286 million | Not listed | adviserinfo.sec.gov |
| Bespoke Advisory | Evergreen | $284 million | Not listed | adviserinfo.sec.gov |
| Vital Investment Management LLC | Loveland | $283.9 million | Not listed | adviserinfo.sec.gov |
| Bear Creek Fund Advisors LLC | Denver | $282.5 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Integrated Benefits, Incorporated on the SEC's adviser search
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.