Be advised. This firm is no longer registered.

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 - 2 of 2 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
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 25 years of experience in the finance industry.

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