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| Integrated Wealth Advisors LLC
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|
|
|---|---|
| CRD # | 145261 |
| SEC # | 801-113842 |
| CIK # | |
| AUM | $104.1 MM (2023-03-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 302-442-4233 |
| Address | 5511 Kirkwood Highway Wilmington, DE 19808 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 14.7 |
| (b) Individuals (high net worth individuals) | 46 | 88.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 276 | 104.1 |
| By Discretionary | ||
| Discretionary | 273 | 103.1 |
| Non-Discretionary | 3 | 1.0 |
| Total | 276 | 104.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.1 | |
| Total | 276 | 104.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Burgess Investment Management and Research Inc
✚
|
0.1 | |
|
Colchester Investment Counsel LLC
✚
|
CT | 0.1 |
|
Kensington Financial Group Inc
✚
|
NC | 0.1 |
|
Bluelist Partners LLC
✚
|
VA | 0.1 |
|
Resource 1 Inc
✚
|
VA | 0.1 |
|
Hawthorn Capital Management LLC
✚
|
CA | 0.1 |
|
Chapman & Chapman Advisors LLC
✚
|
OH | 0.1 |
|
Strategic Asset Management LLC
✚
|
MN | 0.1 |
|
Davenport Watts & Drake Investment Advisors LLC
✚
|
MS | 0.1 |
|
Allison Investment Management LLC
✚
|
SC | 0.1 |