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Financial Advisor
North Carolina
Durham
INTEGRATED WEALTHCARE, LLC

INTEGRATED WEALTHCARE, LLC

Tel: 866-694-6292 3100 Tower Blvd Ste 1660 Durham, North Carolina 27707-6323

About INTEGRATED WEALTHCARE, LLC

INTEGRATED WEALTHCARE, LLC is a Durham, North Carolina based financial advisory firm with nearly $117,552,022 in assets under management and provides investment advisory services for 404 clients. There are currently 6 financial advisors at the firm.

General Information
Firm CRD#:

312929

Firm SEC#:

801-121522

Assets Under Management:

$117,552,022

No. of Clients:

404

No. of Advisors:

6

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (OUTSOURCED CIO MODEL)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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