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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $1,375,526
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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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