Integrated Wealth Services, Inc.
Integrated Wealth Services, Inc. (CRD# 128393) is a financial advisory firm headquartered in Coral Gables, FL. They manage $72,154,884 in 57 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Integrated Wealth Services, Inc.
By the Numbers
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Total Assets Under Management72MILLION
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Total Number of Accounts57ACCOUNTS
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Average Account Value$1,265,875
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Integrated Wealth Services, Inc.
No Advisor Found.
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