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INTEGRATED WEALTH MANAGEMENT, INC.
Tel: 330-896-1644
1790 Town Park Blvd. Suite K
Uniontown, Ohio 44685
INTEGRATED WEALTH MANAGEMENT, INC.
INTEGRATED WEALTH MANAGEMENT, INC. is a Uniontown, Ohio based financial advisory firm with nearly $139,241,673 in assets under management and provides investment advisory services for 860 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees, Other (THIRD PARTY ADVISORY FEE
Firm CRD#:
141092
SEC#:
801-128851
No. of Clients:
860
Assets under Management
$139,241,673
No. of Advisors:
9
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