Integrated Wealth Solutions, LLC

Integrated Wealth Solutions, LLC (CRD# 172483) is a financial advisory firm headquartered in Manalapan, NJ. They manage $2,000,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
195 Route 9 South, Suite 204, Manalapan, NJ 07726
https://www.iwfamily.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $111,111
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Integrated Wealth Solutions, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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