Integrated Wealth Management, Inc.

Integrated Wealth Management, Inc. (CRD# 141092) is a financial advisory firm headquartered in Uniontown, OH. They manage $78,020,282 in 325 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $240,062
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
Benjamin D. Grosko
CRD#: 5653871
1790 Town Park Blvd., Suite K, Uniontown, OH 44685

Benjamin Grosko (CRD# 5653871) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 5 years of experience in the finance industry.

2
Edward M. Grosko
CRD#: 2732880
1790 Town Park Blvd, Suite K, Uniontown, OH 44685

Edward Grosko (CRD# 2732880) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 22 years of experience in the finance industry.

3
Michael R. Koly
CRD#: 1366723
1790 Town Park Blvd., Suite K, Uniontown, OH 44685

Michael Koly (CRD# 1366723) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 28 years of experience in the finance industry.

4
Stephen S. Jackson
CRD#: 6873355
1790 Town Park Blvd., Suite K, Uniontown, OH 44685

Stephen Jackson (CRD# 6873355) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.