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INTEGRATED WEALTHCARE, LLC

Tel: 866-694-6292
3100 Tower Blvd
Ste 1660
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 $94,958,423 in assets under management and provides investment advisory services for 344 clients. There are currently 6 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:

344

Assets under Management

$94,958,423

No. of Advisors:

6

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