Be advised. This firm is no longer registered.

Integrated Wealth Advisory Services, Inc.

Integrated Wealth Advisory Services, Inc. (CRD# 115821) is a financial advisory firm headquartered in Overland Park, KS. They manage $378,715,046 in 1,774 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
4400 W. 109th Street, Suite 250, Overland Park, KS 66211
https://www.integratedwealthkc.com
By the Numbers
  • Total Assets Under Management
    379
    MILLION
  • Total Number of Accounts
    1,774
    ACCOUNTS
  • Average Account Value
    $213,481
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, KS, LA, MO, NE, TX

Financial Advisors at Integrated Wealth Advisory Services, Inc.
No Advisor Found.

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.

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