About Joel A. Bakos of INTEGRATED WEALTH

Joel A. Bakos is Manager - Bakos Investment Management Series at Integrated Wealth Counsel Llc and has been affiliated with Integrated Wealth Counsel Llc since January-2014.

Integrated Wealth Counsel Llc is an investment advisor that manages 218 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions. The managers's latest filing has disclosed 48MM in positions, which represents 22% of the manager's regulatory AUM.

For more on Integrated Wealth Counsel Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

INTEGRATED WEALTH StockAlpha

+0.3%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: +0.3%/yr

Co-workers of Joel A. Bakos at INTEGRATED WEALTH

Name Title In Position Since
Todd C. Ganos Chief Compliance Officer/Manager - Iwc Family Offices Series June-2001

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Joel A. Bakos Office Address

200 S. VIRGINIA STREET
8TH FLOOR
RENO, Nevada
UNITED STATES, 89501

Joel A. Bakos Contact Information

Phone Number: 866-898-1860
Fax Number: 866-241-6689
Website:

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