Integrated Wealth Management, Inc.
Integrated Wealth Management, Inc. (CRD# 106335) is a financial advisory firm headquartered in Palm Desert, CA. They manage $1,205,700,000 in 3,639 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1,206MILLION
Total Number of Accounts3,639ACCOUNTS
Average Account Value$331,327
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Glenn Mehner (CRD# 3175574) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Newport Beach, CA and has over 18 years of experience in the finance industry.
James Casey (CRD# 1791115) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Palm Springs, CA and has over 27 years of experience in the finance industry.