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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 20, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERGER, JAY, BRANT | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BERGER, JAY, BRANT | I | MEMBER | C | Control |
| BERGER, JAY, BRANT | I | MEMBER | C | Control |
| BERGER, JAY, BRANT | I | MEMBER | C | Control |
| PAHSSEN, WAYNE, ANTHONY | I | MEMBER | C | Control |
| PAHSSEN, WAYNE, ANTHONY | I | MEMBER | C | Control |
| PAHSSEN, WAYNE, ANTHONY | I | MEMBER | C | Control |
| PAHSSEN, WAYNE, ANTHONY | I | MEMBER | C | Control |
| SULLIVAN, WILLIAM, ALBERT | I | MEMBER | C | Control |
| SULLIVAN, WILLIAM, ALBERT | I | MEMBER | C | Control |
| SULLIVAN, WILLIAM, ALBERT | I | MEMBER | C | Control |
| WEBER, GEORGE, EARL | I | MEMBER | C | Control |
Registrations
Federal
IA
Jul 20, 2004 REGISTERED
Notice Filings (1)
MI
Address
107 CASS STREETSUITE A
TRAVERSE CITY, MI 49684-2602
USA
Phone: 231-935-4095