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Building 2INTEGRATED WEALTH MANAGEMENT, INC.

Map pinPALM DESERT, CA
Phone866-888-6563
NotebookSEC #801-50509
Total AUM
$1.2B
Employees
27
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
74245 HIGHWAY 111
SUITE 201
PALM DESERT
CA 92260
United States
Operating Hours
8:00 A.M. - 4:30 P.M. PT
Monday - Friday
Phone
866-888-6563

ReceiptFinancials

Total AUM
$1.2B
Accounts
3,639
Discretionary
$783.8M
Accounts
2,343
Non-Discretionary
$421.9M
Accounts
1,296

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
RETIREMENT PLANNING, IRAS/401(K) PLANS, RETIREMENT INCOME DISTRIBUTION STRATEGIES, ESTATE PLANNING SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures
Misdemeanor Conviction ChargePending Civil Proceeding
State Registrations
AKAZCACOFLIDILNMNVNYORTXUTWA

HandshakeAffiliates

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

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