Unclaimed Profile

Benjamin D Grosko

INTEGRATED WEALTH MANAGEMENT, INC.·UNIONTOWN, Ohio

Clean recordINTEGRATED WEALTH MANAGEMENT, INC.

1790 TOWN PARK BLVD., UNIONTOWN, OH 44685CRD# 5653871Firm CRD# 141092

Profile Verification

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

Identity

Benjamin D Grosko · UNIONTOWN, OH

Registration

CRD #5653871 · INTEGRATED WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

INTEGRATED WEALTH MANAGEMENT, INC.

AUM

$139M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Other: THIRD PARTY ADVISORY FEES

Regulatory

SEC/IARD CRD# 5653871

Firm CRD# 141092

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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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