Overview
Assets Under Management: $278 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 83
Average Client Assets: $2.3 million
Frequently Asked Questions
INTEGRATED WEALTH ADVISORY SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115821), INTEGRATED WEALTH ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
INTEGRATED WEALTH ADVISORY SERVICES, INC. is headquartered in OVERLAND PARK, KS.
INTEGRATED WEALTH ADVISORY SERVICES, INC. serves 83 high-net-worth clients according to their SEC filing dated May 30, 2018. View client details ↓
According to their SEC Form ADV, INTEGRATED WEALTH ADVISORY SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
INTEGRATED WEALTH ADVISORY SERVICES, INC. manages $278 million in client assets according to their SEC filing dated May 30, 2018.
According to their SEC Form ADV, INTEGRATED WEALTH ADVISORY SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.73%
Average Client Assets: $2.3 million
Total Client Accounts: 1,799
Discretionary Accounts: 1,799
Regulatory Filings
CRD Number: 115821
Filing ID: 1221135
Last Filing Date: 2018-05-30 12:41:00