Integrated Wealthcare, LLC

Integrated Wealthcare, LLC (CRD# 312929) is a financial advisory firm headquartered in Durham, NC. They manage $117,026,150 in 82 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3211 Shannon Road, Ste 420, Durham, NC 27707
https://www.iwcglobal.net/
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $1,427,148
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, LA, NC, NH, PA, TX

Financial Advisors at Integrated Wealthcare, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Ruffing, financial advisor Durham NC
Michael S. Ruffing
CRD#: 2864005
3211 Shannon Road, Ste 420, Durham, NC 27707

Michael Ruffing (CRD# 2864005) is an Investment Advisor Representative working at Integrated Wealthcare, LLC in Durham, NC and has over 26 years of experience in the finance industry.

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