Howard Shemitz
Integrated Asset Management · Wall, New Jersey
Howard Shemitz is a fee-only financial advisor at Integrated Asset Management in Wall, New Jersey, who holds the CFP credential. Integrated Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Integrated Asset Management |
|---|---|
| Based in | Wall, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $28.1M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 1978266 |
| Exams passed | Series 63 (1989) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Howard's firm compares
- Integrated Asset Management's average account is about $312,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Howard
Is Howard Shemitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Howard holds no broker registration, and Integrated Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Howard charge for financial advice?
Howard's firm, Integrated Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Howard Shemitz based?
Howard Shemitz is based in Wall, New Jersey.
What credentials does Howard Shemitz hold?
Howard Shemitz holds the CFP credential.
Is Howard Shemitz registered with the SEC?
Yes. Howard Shemitz is registered as an investment adviser representative in NJ (CRD 1978266), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrated Asset Management manage?
Integrated Asset Management reports $28.1M across 90 accounts in assets under management.
How do I contact Howard Shemitz?
Contact details aren't on file yet. Search for Integrated Asset Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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