Integrated Wealth Services, Inc.
Integrated Wealth Services, Inc. (CRD# 128393) is a financial advisory firm headquartered in Coral Gables, FL. They manage $66,025,264 in 48 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management66MILLION
Total Number of Accounts48ACCOUNTS
Average Account Value$1,375,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses