Integrated Wealth Strategies, LLC
Integrated Wealth Strategies, LLC (CRD# 155254) is a financial advisory firm headquartered in Austin, TX. They manage $103,777,344 in 497 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management104MILLION
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Total Number of Accounts497ACCOUNTS
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Average Account Value$208,808
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Integrated Wealth Strategies, LLC
1
Austin Caswell (CRD# 5806108) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has over 7 years of experience in the finance industry.
2
Daniel Caswell (CRD# 4541666) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has over 21 years of experience in the finance industry.
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