INTEGRATED WEALTH MANAGEMENT, INC.

UNIONTOWN, Ohio·3 registered advisors·CRD# 141092
SEC# 801-1288510330-896-1644
01

Firm Overview

AUM
$139M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Other: THIRD PARTY ADVISORY FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INTEGRATED WEALTH MANAGEMENT, INC.

3 registered advisors
Benjamin D Grosko
UNIONTOWN, Ohio
Edward Michael Grosko
UNIONTOWN, Ohio
Stephen Stanton Jackson
UNIONTOWN, Ohio
05

Office Locations

UNIONTOWN, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. INTEGRATED WEALTH MANAGEMENT, INC. (CRD# 141092) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.