Investment adviser · CRD 106335

INTEGRATED WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

PALM DESERT, CA, United States · Form ADV filed Jul 12, 2017

Regulatory AUM
$1.21B
Form ADV · Item 5.F
Client accounts
3,639
Accounts, not individual clients
Employees
27
Reported in this filing
Advisory professionals
16
Investment advisory functions

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: Jul 12, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Subscription · Fixed · Commissions

Principal office

74245 HIGHWAY 111, SUITE 201
PALM DESERT, CA, 92260, United States

CRD 106335

Filing source

Form ADV 1127340 · Jul 12, 2017 · 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.