INTEGRATED WEALTH MANAGEMENT, INC.

PALM DESERT, California·6 registered advisors·CRD# 106335
SEC# 801-50509866-888-6563
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Fixed fees
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at INTEGRATED WEALTH MANAGEMENT, INC.

6 registered advisors
Anthony Pisano
PALM DESERT, California
Erik Rudy Mora
PALM DESERT, California
Heather Joy Santana
PALM SPRINGS, California
James Michael Casey
PALM DESERT, California
John N. Wong
PALM DESERT, California
Ryan Thomas Delaney
PALM DESERT, California
05

Office Locations

PALM DESERT, California
5 advisors
PALM SPRINGS, California
1 advisor

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Data sourced from SEC Form ADV filings. INTEGRATED WEALTH MANAGEMENT, INC. (CRD# 106335) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.