Integrated Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Integrated Wealth Management — overview

Assets Under Management

Type

Wealth Manager

Location

Uniontown, OH, US

Alternative Asset Classes

-

About

Established in 2006, Integrated Wealth Management is a wealth manager and registered investment advisor headquartered in Uniontown, Ohio. It provides wealth management advisory services to its clients on both a discretionary and non-discretionary basis. The services it offers include investment management, wealth management services financial planning, and and portfolio management services. The wealth manager provides advisory services to individuals, high-net-worth individuals, corporate pensions and retirement plans, corporations, and business entities.

Integrated Wealth Management - known decision makers (5)

Contact NamePositionLocationEmailTelephoneAsset Class
Investment AdvisorUniontown, USGEN
Partner, Investment Advisor RepresentativeUniontown, USGEN
President, Founder & Investment Advisor RepresentativeUniontown, USGEN
Investment Adviser Representative,Director of Marketing,Business DevelopmentUniontown, USGEN
Investment Adviser RepresentativeUniontown, USGEN

Showing 5 of 5 known decision makers Integrated Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.