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Benjamin D Grosko

INTEGRATED WEALTH MANAGEMENT, INC.·UNIONTOWN, Ohio
Unclaimed Profile
1790 TOWN PARK BLVD., UNIONTOWN, OH 44685CRD# 5653871Firm CRD# 141092
01

About

Benjamin D Grosko is a registered financial advisor based in UNIONTOWN, Ohio, 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
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
INTEGRATED WEALTH MANAGEMENT, INC.
INTEGRATED WEALTH MANAGEMENT, INC.
AUM
$139M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at INTEGRATED WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 5653871
Firm CRD# 141092
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin D Grosko offer?
Benjamin D Grosko specializes in Financial Planning, Investment Management. Contact their office in UNIONTOWN, Ohio for a consultation.
What are Benjamin D Grosko's credentials?
Benjamin D Grosko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin D Grosko located?
Benjamin D Grosko is based in UNIONTOWN, Ohio, working with INTEGRATED WEALTH MANAGEMENT, INC.. Their office serves clients in the UNIONTOWN metropolitan area and surrounding communities.
How does Benjamin D Grosko charge for services?
Benjamin D Grosko's firm is compensated through percentage of aum, subscription fees, other: third party advisory fees. 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 9 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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