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INTEGRATED WEALTHCARE, LLC

Tel: 866-694-6292
3211 Shannon Road
Ste 420
Durham, North Carolina  27707-6323

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INTEGRATED WEALTHCARE, LLC

INTEGRATED WEALTHCARE, LLC is a Durham, North Carolina based financial advisory firm with nearly $117,026,150 in assets under management and provides investment advisory services for 82 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

312929

SEC#:

801-121522

No. of Clients:

82

Assets under Management

$117,026,150

No. of Advisors:

4

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