Integrated Wealth Strategies
Integrated Wealth Strategies (CRD# 141673) is a financial advisory firm headquartered in Sandy, UT. They manage $71,767,879 in 117 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Integrated Wealth Strategies
By the Numbers
-
Total Assets Under Management72MILLION
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$613,401
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, UT
Financial Advisors at Integrated Wealth Strategies
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.