INDEPENDENT WEALTH MANAGEMENT, LLC
Tel: 231-929-1086 236 1/2 E. Front St Traverse City, Michigan 49684
About INDEPENDENT WEALTH MANAGEMENT, LLC
INDEPENDENT WEALTH MANAGEMENT, LLC is a Traverse City, Michigan based financial advisory firm with nearly $175,368,687 in assets under management and provides investment advisory services for 506 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
124242
Firm SEC#:
801-120528
Assets Under Management:
$175,368,687
No. of Clients:
506
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors
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