Integrated Wealth Management, Inc.

Integrated Wealth Management, Inc. (CRD# 141092) is a financial advisory firm headquartered in Uniontown, OH. They manage $25,000,000 in 489 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $51,125
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
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.

OH

Financial Advisors at Integrated Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Edward M. Grosko
CRD#: 2732880
1790 Town Park Blvd, Suite K, Uniontown, OH 44685
96
Wealthminder
score

Edward Grosko (CRD# 2732880) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 20 years of experience in the finance industry.

2
Michael R. Koly
CRD#: 1366723
1790 Town Park Blvd., Suite K, Uniontown, OH 44685
93
Wealthminder
score

Michael Koly (CRD# 1366723) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 26 years of experience in the finance industry.

3
Eric W. Shanaberger
CRD#: 4558733
1790 Town Park Blvd., Suite K, Uniontown, OH 44685
93
Wealthminder
score

Eric Shanaberger (CRD# 4558733) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 11 years of experience in the finance industry.

4
Benjamin D. Grosko
CRD#: 5653871
1790 Town Park Blvd., Suite K, Uniontown, OH 44685
89
Wealthminder
score

Benjamin Grosko (CRD# 5653871) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 2 years of experience in the finance industry.

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