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
By the Numbers
Total Assets Under Management95MILLION
Total Number of Accounts344ACCOUNTS
Average Account Value$276,042
- 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)
Types of Clients
Registered Investment Advisor
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
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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