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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $560,847
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Integrated Wealth Counsel, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William G. Doolittle
CRD#: 4348362
P.o. Box 221610, Carmel, CA 93922
87
Wealthminder
score

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.

2
Todd C. Ganos
CRD#: 2306228
P.o. Box 221610, Carmel, CA 93922
86
Wealthminder
score

Todd Ganos (CRD# 2306228) is an Investment Advisor Representative working at Integrated Wealth Counsel, LLC in Carmel, CA and has over 23 years of experience in the finance industry. Todd Ganos 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.

3
Michael A. Lambrecht
CRD#: 1846927
3031 Tisch Way, Suite 808, San Jose, CA 95128
83
Wealthminder
score

Michael Lambrecht (CRD# 1846927) is an Investment Advisor Representative working at Integrated Wealth Counsel, LLC in San Jose, CA and has over 24 years of experience in the finance industry.

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