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Building 2INTEGRATED WEALTH ADVISORY SERVICES, INC.

Map pinOVERLAND PARK, KS
Phone913-491-4908
NotebookSEC #801-76345
Total AUM
$378.7M
Employees
7
Clients
333

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4400 W. 109TH STREET
SUITE 250
OVERLAND PARK
KS 66211
United States
Operating Hours
8:00 AM TO 5:30 PM
Monday - Friday
Phone
913-491-4908

ReceiptFinancials

Total AUM
$378.7M
Accounts
1,774
Discretionary
$378.7M
Accounts
1,774
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
212
AUM
$78.7M
HNW Individual Clients
112
AUM
$289M
Charitable Organization Clients
8
AUM
$5M
Corporation or Business Clients
1
AUM
$6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE FEE BASED ON ASSETS MANAGED BY A TPMM

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
AZCACOFLKSLAMONETX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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