INTEGRATED WEALTH MANAGEMENT, INC.
Tel: 330-896-1644 1790 Town Park Blvd. Suite K Uniontown, Ohio 44685
About INTEGRATED WEALTH MANAGEMENT, INC.
INTEGRATED WEALTH MANAGEMENT, INC. is a Uniontown, Ohio based financial advisory firm with nearly $139,241,673 in assets under management and provides investment advisory services for 860 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
141092
Firm SEC#:
801-128851
Assets Under Management:
$139,241,673
No. of Clients:
860
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops
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