INTEGRATED WEALTH COUNSEL, LLC
CRD #105538 SEC #801-11975 RENO, NV 866-898-1860
SEC Registered
Total AUM
$85M
Discretionary
$82M
Employees
2
Clients
0
Accounts
168
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2016 | $85M | $82M | $3M | 2 | 26 |
| Nov 2016 | $85M | $82M | $3M | 2 | 26 |
| Nov 2016 | $85M | $82M | $3M | 1 | 26 |
| Feb 2016 | $106M | $103M | $3M | 1 | 26 |
| Mar 2015 | $218M | $209M | $9M | 2 | 200 |
| May 2014 | $245M | $236M | $9M | 9 | 200 |
| Mar 2014 | $245M | $236M | $9M | 9 | 200 |
| Jan 2014 | $231M | $223M | $8M | 9 | 200 |
| Jan 2014 | $231M | $223M | $8M | 9 | 200 |
| Oct 2013 | $231M | $223M | $8M | 9 | 200 |
| Apr 2013 | $231M | $223M | $8M | 9 | 200 |
| Nov 2012 | $207M | $199M | $8M | 9 | 200 |
| Mar 2012 | $207M | $199M | $8M | 6 | 200 |
| Aug 2011 | $200M | $192M | $8M | 10 | -- |
| Jul 2011 | $200M | $192M | $8M | 10 | -- |
| Jun 2011 | $200M | $192M | $8M | 10 | -- |
| Jun 2011 | $200M | $192M | $8M | 10 | -- |
| Mar 2011 | $200M | $192M | $8M | 10 | -- |
| Mar 2010 | $174.2M | $166.2M | $8M | 10 | -- |
| May 2009 | $147.9M | $138.7M | $9.2M | 5 | -- |
| Mar 2009 | $147.9M | $138.7M | $9.2M | 5 | -- |
| Mar 2008 | $233.1M | $217.8M | $15.3M | 5 | -- |
| Mar 2007 | $238.5M | $222.8M | $15.7M | 5 | -- |
| Sep 2005 | $184.1M | $169.4M | $14.7M | 5 | -- |
| Mar 2004 | $174.9M | $157.9M | $16.9M | 5 | -- |
| Apr 2002 | $176.6M | $148.2M | $28.4M | 5 | -- |
| Aug 2001 | $179.7M | $148.3M | $31.4M | 5 | -- |
DateNov 2016
Total AUM$85M
Discretionary$82M
Non-Disc.$3M
Employees2
Clients26
DateNov 2016
Total AUM$85M
Discretionary$82M
Non-Disc.$3M
Employees2
Clients26
DateNov 2016
Total AUM$85M
Discretionary$82M
Non-Disc.$3M
Employees1
Clients26
DateFeb 2016
Total AUM$106M
Discretionary$103M
Non-Disc.$3M
Employees1
Clients26
DateMar 2015
Total AUM$218M
Discretionary$209M
Non-Disc.$9M
Employees2
Clients200
DateMay 2014
Total AUM$245M
Discretionary$236M
Non-Disc.$9M
Employees9
Clients200
DateMar 2014
Total AUM$245M
Discretionary$236M
Non-Disc.$9M
Employees9
Clients200
DateJan 2014
Total AUM$231M
Discretionary$223M
Non-Disc.$8M
Employees9
Clients200
DateJan 2014
Total AUM$231M
Discretionary$223M
Non-Disc.$8M
Employees9
Clients200
DateOct 2013
Total AUM$231M
Discretionary$223M
Non-Disc.$8M
Employees9
Clients200
DateApr 2013
Total AUM$231M
Discretionary$223M
Non-Disc.$8M
Employees9
Clients200
DateNov 2012
Total AUM$207M
Discretionary$199M
Non-Disc.$8M
Employees9
Clients200
DateMar 2012
Total AUM$207M
Discretionary$199M
Non-Disc.$8M
Employees6
Clients200
DateAug 2011
Total AUM$200M
Discretionary$192M
Non-Disc.$8M
Employees10
Clients--
DateJul 2011
Total AUM$200M
Discretionary$192M
Non-Disc.$8M
Employees10
Clients--
DateJun 2011
Total AUM$200M
Discretionary$192M
Non-Disc.$8M
Employees10
Clients--
DateJun 2011
Total AUM$200M
Discretionary$192M
Non-Disc.$8M
Employees10
Clients--
DateMar 2011
Total AUM$200M
Discretionary$192M
Non-Disc.$8M
Employees10
Clients--
DateMar 2010
Total AUM$174.2M
Discretionary$166.2M
Non-Disc.$8M
Employees10
Clients--
DateMay 2009
Total AUM$147.9M
Discretionary$138.7M
Non-Disc.$9.2M
Employees5
Clients--
DateMar 2009
Total AUM$147.9M
Discretionary$138.7M
Non-Disc.$9.2M
Employees5
Clients--
DateMar 2008
Total AUM$233.1M
Discretionary$217.8M
Non-Disc.$15.3M
Employees5
Clients--
DateMar 2007
Total AUM$238.5M
Discretionary$222.8M
Non-Disc.$15.7M
Employees5
Clients--
DateSep 2005
Total AUM$184.1M
Discretionary$169.4M
Non-Disc.$14.7M
Employees5
Clients--
DateMar 2004
Total AUM$174.9M
Discretionary$157.9M
Non-Disc.$16.9M
Employees5
Clients--
DateApr 2002
Total AUM$176.6M
Discretionary$148.2M
Non-Disc.$28.4M
Employees5
Clients--
DateAug 2001
Total AUM$179.7M
Discretionary$148.3M
Non-Disc.$31.4M
Employees5
Clients--