INTEGRATED WEALTHCARE, LLC

DURHAM, North Carolina·2 registered advisors·CRD# 312929
SEC# 801-1215220866-694-6292
01

Firm Overview

AUM
$118M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INTEGRATED WEALTHCARE, LLC

2 registered advisors
Anthony Dilweg
DURHAM, North Carolina
Michael Shayne Ruffing
DURHAM, North Carolina
05

Office Locations

DURHAM, North Carolina
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. INTEGRATED WEALTHCARE, LLC (CRD# 312929) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.