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
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)
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