Integrated Wealth Management, Inc.

Integrated Wealth Management, Inc. (CRD# 141092) is a financial advisory firm headquartered in Uniontown, OH. They manage $128,526,921 in 752 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    752
    ACCOUNTS
  • Average Account Value
    $170,913
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
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 8 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 26 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 31 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 over 4 years of experience in the finance industry.

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