Integrated Wealth Services, Inc.
Integrated Wealth Services, Inc. (CRD# 128393) is a financial advisory firm headquartered in Coral Gables, FL. They manage $52,802,349 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management53MILLION
Total Number of Accounts26ACCOUNTS
Average Account Value$2,030,860
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)