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INTEGRATED WEALTH COUNSEL, LLC
INTEGRATED WEALTH COUNSEL, LLC
RENO, Nevada
·
2 registered advisors
·
CRD# 105538
SEC# 801-11975
866-898-1860
01
Firm Overview
AUM
$85M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at INTEGRATED WEALTH COUNSEL, LLC
2 registered advisors
Joel Allan Bakos
RENO, Nevada
CRD# 2822240
Todd Christopher Ganos
RENO, Nevada
CRD# 2306228
05
Office Locations
RENO, Nevada
2 advisors
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Data sourced from SEC Form ADV filings. INTEGRATED WEALTH COUNSEL, LLC (CRD# 105538) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.