Integrated Wealth Mgmt
Palm Springs, CA · Venice, CA
Company Profile
Industry:Management Services
Site:iwmgmt.com
Phone:
Addresses:787 N Palm Canyon Dr, Palm Springs, CA 92262
742 Washington Blvd, Venice, CA 90292
Member:Jim Bray / Senior Vice-President
Categories:Financial Services
Open Hours:Mon 08:30 AM-04:30 PM, Tue 08:30 AM-04:30 PM, Wed 08:30 AM-04:30 PM, Thu 08:30 AM-04:30 PM, Fri 08:30 AM-04:30 PM
Specialties:Wealth Management Services, Educational Needs Planning, Estate Planning, Retirement Planning, Insurance Plannin, Tax Planning, Investment Counseling Services, Asset Allocation Statements, Financial Independence, Institutional Advisory Service, Investment Policy Statements, Fiduciary Services, Asset Allocation Statements, Financial Independence, Institutional Advisory Service, Investment Policy Statements, 401(K), Plan Design, IRS Code 404(c) Compliance
Ownership:Locally owned
Areas served:Nationwide
Customers served:Residential, Commercial, Industrial
Products:Annuities, Asset & Portfolio Management, Asset Allocation, Asset Management, Bonding, Bonds, Brokerage Services, Business Planning, Business Start-Up Planning, Businesses, Charitable Trusts, Commodity Trading Consultants & Advisors, Compliance Software, Consultations, Debt Management, ...
Languages:English
Summary
The organization Integrated Wealth Mgmt works in Management Services field. We have found information about one employee who works here. A registered office address of Integrated Wealth Mgmt is 787 N Palm Cyn Dr, Palm Springs, CA 92262. The organization also has office at 742 Washington Blvd, Venice, CA 90292. Call the organization at phone:+13108216563.
Former Employees
| Position at Integrated Wealth Mgmt | Next job position | |
|---|---|---|
| Mark Hayek | Vice President & Senior Financial Advisor2009 - 2010 |
Integrated Wealth ManagementVice President and Senior Financial Advisor - Retirement Income Since 2009 |