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Building 2INTEGRATED WEALTHCARE, LLC

Map pinDURHAM, NC
Phone866-694-6292
NotebookSEC #801-121522
Total AUM
$218.2M
Employees
11
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3100 TOWER BLVD
STE 1605
DURHAM
NC 27707-6323
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
866-694-6292
Other Offices
2

ReceiptFinancials

Total AUM
$218.2M
Accounts
792
Discretionary
$218.2M
Accounts
792
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$33M
HNW Individual Clients
52
AUM
$153M
Pension/Profit Sharing Plan Clients
8
AUM
$32.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
OUTSOURCED CIO MODEL
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLHILANCNHPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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