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Chief Operating Officer · Integrated Capital Management, Inc.

Rorry C. Altmann

CRD 6929068 · Named on Form ADV at one SEC-registered adviser

At a glance

Integrated Capital Management, Inc., an SEC-registered wealth manager based in Jessup, PA with $232 million in regulatory assets, lists Rorry C. Altmann on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

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Rorry’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joseph C. PerfilioPresident and Chief Compliance Officer, Integrated Capital Management, Inc.
  • Michael A. PaciottiVice President and Chief Investment Officer, Integrated Capital Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rorry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.