Integrated Wealth Management, Inc.
Integrated Wealth Management, Inc. (CRD# 141092) is a financial advisory firm headquartered in Uniontown, OH. They manage $139,241,673 in 860 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management139MILLION
-
Total Number of Accounts860ACCOUNTS
-
Average Account Value$161,909
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OH
Benjamin Grosko (CRD# 5653871) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 8 years of experience in the finance industry.
Edward Grosko (CRD# 2732880) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 26 years of experience in the finance industry.
Michael Koly (CRD# 1366723) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 32 years of experience in the finance industry.
Stephen Jackson (CRD# 6873355) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 4 years of experience in the finance industry.