INTEGRATED WEALTH MANAGEMENT, INC. - Financial Advisor in Ohio, Uniontown

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees, Other (THIRD PARTY ADVISORY FEES)

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Top Financial Advisory Firms in Ohio, Uniontown

FirmCRD#:136583

SEC#:801-117577

No. of Advisors:3

No. of Clients:706

AUM:$182,267,368

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

136583

801-117577

706

$182,267,368

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