Integrated Wealth Advisors, LLC
Integrated Wealth Advisors, LLC (CRD# 145261) is a financial advisory firm headquartered in Wilmington, DE. They manage $83,917,787 in 338 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management84MILLION
Total Number of Accounts338ACCOUNTS
Average Account Value$248,277
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
DE, NJ, PA, TX
Burwell Hutchinson (CRD# 4794846) is an Investment Advisor Representative working at Integrated Wealth Advisors, LLC in Wilmington, DE and has 1 year of experience in the finance industry. Burwell Hutchinson 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.