Be advised. This firm is no longer registered.

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 0 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
The map below shows states where this firm has explicit registration only.

Financial Advisors at Integrated Wealth Management, Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.