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 47MM in positions, which represents 21% 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 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 47MM in positions, which represents 21% 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
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +0.4%/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
8TH FLOOR
RENO, Nevada
UNITED STATES, 89501
Joel A. Bakos Contact Information
Phone Number: 866-898-1860
Fax Number: 866-241-6689
Website: http://www.bakosinvestments.com
Fax Number: 866-241-6689
Website: http://www.bakosinvestments.com
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