Unclaimed Profile

James Michael Casey

INTEGRATED WEALTH MANAGEMENT, INC.·PALM DESERT, California

INTEGRATED WEALTH MANAGEMENT, INC.

74245 HIGHWAY 111, PALM DESERT, CA 92260CRD# 1791115Firm CRD# 106335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Michael Casey · PALM DESERT, CA

Registration

CRD #1791115 · INTEGRATED WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

James Michael Casey is a registered financial advisor based in PALM DESERT, California, affiliated with INTEGRATED WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

INTEGRATED WEALTH MANAGEMENT, INC.

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTEGRATED WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Fixed fees

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 1791115

Firm CRD# 106335

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Michael Casey offer?

James Michael Casey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM DESERT, California for a consultation.

What are James Michael Casey's credentials?

James Michael Casey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Michael Casey located?

James Michael Casey is based in PALM DESERT, California, working with INTEGRATED WEALTH MANAGEMENT, INC.. Their office serves clients in the PALM DESERT metropolitan area and surrounding communities.

How does James Michael Casey charge for services?

James Michael Casey's firm is compensated through percentage of aum, fixed fees, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRATED WEALTH MANAGEMENT, INC.?

INTEGRATED WEALTH MANAGEMENT, INC. has approximately 27 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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