INDEPENDENT WEALTH MANAGEMENT, LLC is a Traverse City, Michigan based financial advisory firm with nearly $139,188,444 in assets under management and provides investment advisory services for 516 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 124242 | |
| SEC#: | 801-120528 | |
| Assets under Management: | $139,188,444 | |
| No. of Clients: | 516 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees, Other(SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CG ADVISORY SERVICES | 110929 | 801-67082 | 16610 | 80 | $2,698,457,681 |
| FLEXIBLE PLAN INVESTMENTS LTD | 110762 | 801-21073 | 16052 | 93 | $1,564,181,995 |
| ADVISORY ALPHA, LLC | 158282 | 801-72499 | 13711 | 58 | $1,786,095,411 |
| REGAL INVESTMENT ADVISORS LLC | 125004 | 801-71923 | 11768 | 112 | $2,042,753,790 |
| CORECAP ADVISORS | 158819 | 801-72687 | 7757 | 121 | $1,957,268,517 |
| REHMANN FINANCIAL | 123047 | 801-64587 | 5142 | 34 | $3,043,669,000 |
| TELEMUS CAPITAL, LLC | 168794 | 801-78535 | 4367 | 52 | $2,972,199,618 |
| CAPTRUST FINANCIAL ADVISORS | 173736 | 801-80687 | 2706 | 24 | $1,516,340,746 |
| SCHECHTER INVESTMENT ADVISORS, LLC | 169114 | 801-78607 | 2461 | 29 | $2,847,054,175 |
| NPF INVESTMENT ADVISORS | 104683 | 801-3475 | 2373 | 11 | $1,996,013,713 |
| RETIREMENT INCOME SOLUTIONS, INC. | 110145 | 801-71319 | 1263 | 20 | $2,145,728,163 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | 121560 | 801-61316 | 572 | 17 | $1,762,860,769 |
| SEIZERT CAPITAL PARTNERS | 108954 | 801-57995 | 248 | 16 | $1,964,199,678 |
| SCHWARTZ INVESTMENT COUNSEL INC | 104693 | 801-32773 | 81 | 20 | $2,869,566,431 |
| IPEX, INC. | 124337 | 801-71851 | 42 | 5 | $1,813,719,248 |