INTEGRATED WEALTH MANAGEMENT
CRD #148499 SEC #801-69896 PISCATAWAY, NJ 732-510-1611
SEC Registered
Total AUM
$45M
Discretionary
$0
Employees
1
Clients
11
Accounts
185
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2012 | $45M | $0 | $45M | 1 | 26 |
| Mar 2011 | $45M | $0 | $45M | 5 | -- |
| Feb 2011 | $45M | $0 | $45M | 5 | -- |
| Mar 2010 | $30M | $0 | $30M | 5 | -- |
| Jul 2009 | $35.4M | $0 | $35.4M | 5 | -- |
DateJan 2012
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees1
Clients26
DateMar 2011
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateFeb 2011
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateMar 2010
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateJul 2009
Total AUM$35.4M
Discretionary$0
Non-Disc.$35.4M
Employees5
Clients--