Integrated Benefits, Incorporated
● SEC registered since 2025CRD 112518SEC# 801-132391Grand Junction, CO
Reg. AUM
$101.3M
Employees
2
Accounts
155
Location
Grand Junction, CO
Integrated Benefits, Incorporated assets under management
Integrated Benefits, Incorporated operates as an SEC-registered investment adviser based in Grand Junction, CO. The firm has been registered since 2025. It reports $101.3 million in regulatory assets under management and employs 2 people.
Integrated Benefits, Incorporated owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Roy Edwin Stachnik Control | President And Owner | 50-75% | 1997 |
| Sarah Katherine Stachnik Control | Chief Compliance Officer And Vice President | 25-50% | 2025 |
Frequently asked questions
How much does Integrated Benefits, Incorporated manage?
Integrated Benefits, Incorporated reports $101.3 million in regulatory assets under management on its Form ADV.
How many employees does Integrated Benefits, Incorporated have?
Integrated Benefits, Incorporated reports 2 employees.
Where is Integrated Benefits, Incorporated located?
Integrated Benefits, Incorporated is based in Grand Junction, CO and has been SEC-registered since 2025.
Does Integrated Benefits, Incorporated disclose fund performance?
Integrated Benefits, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 326 Main Street, Suite 250, Grand Junction, CO 81503 |
| Phone | 970-618-3000 |
| Office hours | 7:30 a.m. - 4: 30 p.m. Mst |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$101.3M▲ 1%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$101.3Mregulatory AUM
Discretionary $81.2MNon-discretionary $20.1M