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Michael Thomas Abram

Integral Wealth Management

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About Michael Thomas Abram

Michael Thomas Abram is a financial advisor and has been in the industry for over 8 years. Michael has a Series 65 license and is registered with the state of California and Texas. Michael works at Integral Wealth Management and specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses and charitable organizations. Michael is a Chartered Financial Analyst and also serves as the Treasurer of the City of Turlock.

Firm Information

Michael Abram is currently registered with Integral Wealth Management. Integral Wealth Management is a Registered Investment Advisor located in Turlock, CA. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting. They manage approximately $535,767,979 in assets for 957 clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and corporations.
Integral Wealth Management

605 E MAIN STREET

TURLOCK, CA 95380

$535.77M

Assets Under Management

Not reported

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Michael Abram’s Registration & Firm History

CA

07/11/2022 - Present

Integral Wealth Management (TURLOCK CA)

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Licenses & Designations

IA

Issued 04/21/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Thomas Abram.
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