Integrated Wealth Management, LLC

Integrated Wealth Management, LLC (CRD# 285838) is a financial advisory firm headquartered in Portsmouth, NH. They manage $51,072,249 in 175 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
155 Fleet Street, Portsmouth, NH 03801
http://www.integratedwealthmgmt.com
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $291,841
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ME, NH

Financial Advisors at Integrated Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Diane Dubois, financial advisor Portsmouth NH
Diane A. Dubois
CRD#: 1565517
155 Fleet Street, Portsmouth, NH 03801

Diane Dubois (CRD# 1565517) is an Investment Advisor Representative working at Integrated Wealth Management, LLC in Portsmouth, NH and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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