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Integrated Wealth Management, Inc.

Headquartered in UNIONTOWN, OH

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Firm Information

Integrated Wealth Management, Inc. is a registered investment advisor with 6 licensed agents, 5 investment advisor representatives, and 5 investment advisory functions. Their main office is located in UNIONTOWN, OH. The firm manages approximately $139,241,673 in assets across 860 accounts for various client types, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Integrated Wealth Management, Inc. offers a range of advisory services including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They can be contacted through their website, IWMgameplan.com, or through their social media channels.

Integrated Wealth Management, Inc.

1790 TOWN PARK BLVD.

UNIONTOWN, OH 44685

$139.24M

Assets Under Management

5

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party advisory fees

Branch Locations (1)

INTEGRATED WEALTH MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

UNIONTOWN, OH

Advisors at Integrated Wealth Management, Inc.

View All 4 Advisors
Unclaimed
Stephen Stanton Jackson

RA

UNIONTOWN, OH

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Tracy Marie Williams

CFP®, RA

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Edward Michael Grosko

CFC®, RA

UNIONTOWN, OH

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Unclaimed
Benjamin D Grosko

RA

UNIONTOWN, OH

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Unclaimed
Michael Raymond Koly

RA

UNIONTOWN, OH

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Disclosures

There are no public disclosures for Integrated Wealth Management, Inc..

Frequently Asked Questions (9)

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