DIRECTORY OF REGISTERED ADVISORS
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INTEGRATED WEALTHCARE, LLC
Tel: 866-694-6292
3100 Tower Blvd Ste 1660
Durham, North Carolina 27707-6323
INTEGRATED WEALTHCARE, LLC
INTEGRATED WEALTHCARE, LLC is a Durham, North Carolina based financial advisory firm with nearly $117,552,022 in assets under management and provides investment advisory services for 404 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (OUTSOURCED CIO MODEL)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
312929
SEC#:
801-121522
No. of Clients:
404
Assets under Management
$117,552,022
No. of Advisors:
6
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