RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Nevada
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 10, 2016
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BAKOS, JOEL, ALLANIMANAGER - BAKOS INVESTMENT MANAGEMENT SERIESNA Control
BAKOS, JOEL, ALLANIMANAGER - BAKOS INVESTMENT MANAGEMENT SERIESNA Control
BAKOS, JOEL, ALLANIMANAGER - BAKOS INVESTMENT MANAGEMENT SERIESNA Control
DOOLITTLE, WILLIAM, GAULIEXECUTIVE OFFICERNA Control
DOOLITTLE, WILLIAM, GAULIEXECUTIVE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIEXECUTIVE/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIEXECUTIVE/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIEXECUTIVE/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERIELECTED MANAGER/CHIEF COMPLIANCE OFFICERNA Control
GANOS, TODD, CHRISTOPHERICHIEF COMPLIANCE OFFICER/MANAGER - IWC FAMILY OFFICES SERIESNA Control
GANOS, TODD, CHRISTOPHERICHIEF COMPLIANCE OFFICER/MANAGER - IWC FAMILY OFFICES SERIESNA Control
GANOS, TODD, CHRISTOPHERICHIEF COMPLIANCE OFFICER/MANAGER - IWC FAMILY OFFICES SERIESNA Control
GANOS, TODD, CHRISTOPHERICHIEF COMPLIANCE OFFICER/MANAGERNA Control
GANOS, TODD, CHRISTOPHERICHIEF COMPLIANCE OFFICER/MANAGERNA Control
GANOS, TODD, CHRISTOPHERICHIEF COMPLIANCE OFFICER/MANAGER - IWC FAMILY OFFICES SERIESNA Control
BAKOS LIVING TRUSTDEOWNERE Control
BAKOS LIVING TRUSTDEOWNERE Control
BAKOS LIVING TRUSTDEOWNERE Control
DOOLITTLE, WILLIAM, GAULIPRINCIPALE Control
DOOLITTLE, WILLIAM, GAULIPARTNERE Control
DOOLITTLE, WILLIAM, GAULIPRINCIPALE Control
GANOS, TODD, CHRISTOPHERIOWNER/CHIEF COMPLIANCE OFFICER/MANAGERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
KNT TRUSTDEOWNERE Control
DOOLITTLE, WILLIAM, GAULIPARTNERD Control
WILLIAM G. DOOLITTLE TRUSTDEOWNERD Control
WILLIAM G. DOOLITTLE TRUSTDEOWNERD Control
GANOS, TODD, CHRISTOPHERIPARTNER/CHIEF COMPLIANCE OFFICERC Control
KNT TRUSTDEOWNERC Control
KNT TRUSTDEOWNERC Control
GANOS, TODD, CHRISTOPHERIPARTNERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BAKOS, JOEL, ALLANIBAKOS LIVING TRUSTE Control
BAKOS, JOEL, ALLANIBAKOS LIVING TRUSTE Control
BAKOS, JOEL, ALLANIBAKOS LIVING TRUSTE Control
DOOLITTLE, WILLIAM, GAULIWILLIAM G. DOOLITTLE TRUSTD Control
DOOLITTLE, WILLIAM, GAULIWILLIAM G. DOOLITTLE TRUSTD Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control
GANOS, TODD, CHRISTOPHERIKNT TRUSTC Control

Registrations

Federal

IA
Nov 10, 2016 REGISTERED

Notice Filings (6)

CA FL GA NJ NV OR

Address

5375 KIETZKE LANE
SUITE 102
RENO, NV 89511
United States
Phone: 866-898-1860