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Building 2INTEGRATED WEALTH MANAGEMENT

Map pinTRAVERSE CITY, MI
Phone231-935-4095
NotebookSEC #801-60417
Total AUM
$56.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
107 CASS STREET
SUITE A
TRAVERSE CITY
MI 49684-2602
USA
Operating Hours
9 A.M. - 5 P.M. (EST)
Monday - Friday
Phone
231-935-4095

ReceiptFinancials

Total AUM
$56.3M
Accounts
284
Discretionary
$3.2M
Accounts
6
Non-Discretionary
$53.1M
Accounts
278

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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