INTEGRATED WEALTH MANAGEMENT
CRD #111508 SEC #801-60417 TRAVERSE CITY, MI 231-935-4095
SEC Registered
Total AUM
$46.4M
Discretionary
$0
Employees
5
Clients
26
Accounts
251
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2006 | $56.3M | $3.2M | $53.1M | 5 | -- |
| Jul 2004 | $46.4M | $0 | $46.4M | 5 | -- |
| Jul 2001 | $28.6M | $0 | $28.6M | 5 | -- |
DateMar 2006
Total AUM$56.3M
Discretionary$3.2M
Non-Disc.$53.1M
Employees5
Clients--
DateJul 2004
Total AUM$46.4M
Discretionary$0
Non-Disc.$46.4M
Employees5
Clients--
DateJul 2001
Total AUM$28.6M
Discretionary$0
Non-Disc.$28.6M
Employees5
Clients--