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Building 2INTEGRATED WEALTH MANAGEMENT, INC.

Map pinUNIONTOWN, OH
Phone330-896-1644
NotebookSEC #801-128851
Total AUM
$254.1M
Employees
9
Clients
530

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1790 TOWN PARK BLVD.
SUITE K
UNIONTOWN
OH 44685
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
330-896-1644

ReceiptFinancials

Total AUM
$254.1M
Accounts
1,326
Discretionary
$244.7M
Accounts
1,261
Non-Discretionary
$9.4M
Accounts
65

ContactClients

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Individual Clients
469
AUM
$136.8M
HNW Individual Clients
52
AUM
$115.8M
Pension/Profit Sharing Plan Clients
5
AUM
$736.5K
Corporation or Business Clients
4
AUM
$691.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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