Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
954542307
SEC advisor number
801-128851
FINRA CRD number
141092
AUM ?
$139.24 mm
(as of 19 Apr 24)
Accounts
860
(as of 19 Apr 24)
Employees
8
(4 investment advisory or research)
Address
Integrated Wealth Management
74245 HIGHWAY 111
SUITE 201
PALM DESERT
CA 92260
74245 HIGHWAY 111
SUITE 201
PALM DESERT
CA 92260
Phone
7609697108
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Apr 17
13F-HR
Quarterly holdings report by institutional manager
6 Jan 17
13F-HR
Quarterly holdings report by institutional manager
21 Oct 16
13F-HR
Quarterly holdings report by institutional manager
1 Aug 16
13F-HR
Quarterly holdings report by institutional manager
22 Apr 16
13F-HR
Quarterly holdings report by institutional manager
25 Jan 16
13F-HR
Quarterly holdings report by institutional manager
13 Oct 15
13F-HR
Quarterly holdings report by institutional manager
17 Jul 15
13F-HR
Quarterly holdings report by institutional manager
27 Apr 15