Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Ima is a financial advisor with Integrated Wealth Concepts LLC, specializing in financial planning and investment management for individuals. Craig Ima is registered with the state of California as an Investment Advisor Representative. Craig Ima has been in the financial services industry since 2008 and has experience in both marketing and finance. Prior to joining Integrated Wealth Concepts LLC, Craig Ima worked as Chief Marketing Officer for Windes Inc., a CPA firm. Craig Ima’s firm, Integrated Wealth Concepts LLC, is a Registered Investment Advisor (RIA) with a focus on providing financial planning and investment management services to individuals, corporations, and families. Integrated Wealth Concepts LLC manages approximately $13.5 billion in assets for over 22,700 clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/13/2023 - Present
Integrated Wealth Concepts LLC (IRVINE CA)
Active
Inactive
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