Integrated Wealthcare, LLC

Integrated Wealthcare, LLC (CRD# 312929) is a financial advisory firm headquartered in Durham, NC. They manage $94,958,423 in 344 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
3100 Tower Blvd, Ste 1660, Durham, NC 27707
https://www.linkedin.com/company/integrated-wealthcare-llc/
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $276,042
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, HI, 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
3100 Tower Blvd, Ste 1660, 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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