Integrated Wealth Counsel, LLC
Integrated Wealth Counsel, LLC (CRD# 105538) is a financial advisory firm headquartered in Reno, NV. They manage $106,000,000 in 189 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management106MILLION
Total Number of Accounts189ACCOUNTS
Average Account Value$560,847
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
William Doolittle (CRD# 4348362) is an Investment Advisor Representative working at Integrated Wealth Counsel, LLC in Carmel, CA and has 1 year of experience in the finance industry.
Michael Lambrecht (CRD# 1846927) is an Investment Advisor Representative working at Integrated Wealth Counsel, LLC in San Jose, CA and has over 25 years of experience in the finance industry.