Investment adviser · CRD 148499

INTEGRATED WEALTH MANAGEMENT

Investment adviser filing (IA)

PISCATAWAY, NJ, United States · Form ADV filed Jan 19, 2012

Regulatory AUM
$45M
Form ADV · Item 5.F
Client accounts
185
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 19, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

1 CORPORATE PLACE SOUTH, SUITE 130
PISCATAWAY, NJ, 08854, United States

CRD 148499

Filing source

Form ADV 604228 · Jan 19, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.