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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

INTEGRATED ASSET MANAGEMENT, LLC

CRD 118889

LAKEWOOD RANCH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:80d7d6c8-553e-d790-ef12-9f83ef458e19

Data as of Jun 21, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 1, 2012 to Jun 21, 2012
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $70.8MItem 5.F on the latest filing (2012-06-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $28.8M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 351
SEC number: 801-60936
CRD: 118889
Filings on the tape: 3
First filed: Mar 1, 2012
Latest filed: Jun 21, 2012
Organised: Limited Liability Company, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HIMMLER, KENNETH	CHIEF COMPLIANCE OFFICER	E	yes	01/2001	Mar 1, 2012	Jun 21, 2012

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
LOS ANGELES	CA	United States	n/a	no
STUDIO CITY	CA	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 1, 2012	$70.8M	$28.8M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$70.8M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Controls (1)

← HIMMLER, KENNETHOwnerCHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 1, 2012 to presentfactForm ADV

Registered with (4)

← KENNETH NONE HIMMLERAdvisorregistration: previous registration
Jan 1, 2003 to Dec 23, 2015factForm ADV
← LYNNE ANN WITMERAdvisorregistration: previous registration
Oct 3, 2013 to Dec 11, 2014factForm ADV
← PAGE MOJGAN KHALAJESTANIAdvisorregistration: previous registration
Oct 26, 2011 to May 17, 2013factForm ADV
← DAVID GEORGE SZABOAdvisorregistration: previous registration
Feb 26, 2003 to Oct 13, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80d7d6c8-553e-d790-ef12-9f83ef458e19
First observed: Mar 1, 2012
Last observed: Jun 21, 2012 173 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTEGRATED ASSET MANAGEMENT, LLC

CRD 118889

LAKEWOOD RANCH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:80d7d6c8-553e-d790-ef12-9f83ef458e19

Data as of Jun 21, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:13 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HIMMLER, KENNETH

CHIEF COMPLIANCE OFFICER

yes

01/2001

Mar 1, 2012

Jun 21, 2012

City

State

Country

Employees

Also broker-dealer

LOS ANGELES

United States

n/a

STUDIO CITY

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 1, 2012

$70.8M

$28.8M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$70.8M

n/a