Integrated Retirement Advisors, LLC

Integrated Retirement Advisors, LLC (CRD# 300013) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $16,278,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
515 N Flagler Drive, Suite P-300, West Palm Beach, FL 33401
http://integratedretirementadvisors.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $813,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL

Financial Advisors at Integrated Retirement Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Menachem Daniels, financial advisor West Palm Beach FL
Menachem N. Daniels
CRD#: 1521504
West Palm Beach, FL

Menachem Daniels (CRD# 1521504) is an Investment Advisor Representative working at Integrated Retirement Advisors, LLC in West Palm Beach, FL and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals