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).

By the Numbers
  • Total Assets Under Management
    1,206
    MILLION
  • Total Number of Accounts
    3,639
    ACCOUNTS
  • Average Account Value
    $331,327
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
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.

CO

Financial Advisors at Integrated Wealth Management, Inc.
No Advisor Found.
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