INTEGRATED WEALTH STRATEGIES, LLC
Tel: 512-291-6391 9442 N Capital Texas Hwy Plaza 1, Suite 150 Austin, Texas 78759
About INTEGRATED WEALTH STRATEGIES, LLC
INTEGRATED WEALTH STRATEGIES, LLC is a Austin, Texas based financial advisory firm with nearly $103,777,344 in assets under management and provides investment advisory services for 497 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
155254
Firm SEC#:
801-116732
Assets Under Management:
$103,777,344
No. of Clients:
497
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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