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Heather Joy Santana

INTEGRATED WEALTH MANAGEMENT, INC.·PALM SPRINGS, California
INTEGRATED WEALTH MANAGEMENT, INC.
787 N. PALM CANYON DRIVE, PALM SPRINGS, CA 92262CRD# 2189940Firm CRD# 106335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heather Joy Santana · PALM SPRINGS, CA
Registration
CRD #2189940 · INTEGRATED WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Heather Joy Santana is a registered financial advisor based in PALM SPRINGS, California, affiliated with INTEGRATED WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
INTEGRATED WEALTH MANAGEMENT, INC.
INTEGRATED WEALTH MANAGEMENT, INC.
AUM
$1.2B
Regulatory assets under management
Employees
27
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
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2189940
Firm CRD# 106335
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heather Joy Santana offer?
Heather Joy Santana specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM SPRINGS, California for a consultation.
What are Heather Joy Santana's credentials?
Heather Joy Santana is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Joy Santana located?
Heather Joy Santana is based in PALM SPRINGS, California, working with INTEGRATED WEALTH MANAGEMENT, INC.. Their office serves clients in the PALM SPRINGS metropolitan area and surrounding communities.
How does Heather Joy Santana charge for services?
Heather Joy Santana'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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Other Advisors at INTEGRATED WEALTH MANAGEMENT, INC.

Erik Rudy Mora
PALM DESERT, CA
James Michael Casey
PALM DESERT, CA
John N. Wong
PALM DESERT, CA
Ryan Thomas Delaney
PALM DESERT, CA
Anthony Pisano
PALM DESERT, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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