Integrated Wealth Management, LLC
Integrated Wealth Management, LLC (CRD# 149227) is a financial advisory firm headquartered in Hampton, VA. They manage $1,200,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Integrated Wealth Management, LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$600,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Integrated Wealth Management, LLC
No Advisor Found.
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