Integrated Asset Management, Inc.
Integrated Asset Management, Inc. (CRD# 121641) is a financial advisory firm headquartered in Princeton, NJ. They manage $9,323,479 in 39 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts39ACCOUNTS
Average Account Value$239,064
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Howard Shemitz (CRD# 1978266) is an Investment Advisor Representative working at Integrated Asset Management, Inc. in East Brunswick, NJ and has over 26 years of experience in the finance industry. Howard Shemitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.