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INDEPENDENT WEALTH MANAGEMENT, LLC
Tel: 231-929-1086
236 1/2 E. Front St Traverse City, Michigan 49684
INDEPENDENT WEALTH MANAGEMENT, LLC
INDEPENDENT WEALTH MANAGEMENT, LLC is a Traverse City, Michigan based financial advisory firm with nearly $175,368,687 in assets under management and provides investment advisory services for 506 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISOR
Firm CRD#:
124242
SEC#:
801-120528
No. of Clients:
506
Assets under Management
$175,368,687
No. of Advisors:
5
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