INTEGRATED WEALTH Overview

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 manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 48MM in positions, representing 22% of the manager's regulatory AUM.

INTEGRATED WEALTH StockAlpha

-9.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

INTEGRATED WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TEI 11.89% ETF -3.27% -0.58% 5 0%
RWX 11.09% ETF -8.87% -1.24% 0 0%
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FEATURED IN
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INTEGRATED WEALTH Founders and Key Employees

Name Title In Position Since
Todd C. Ganos Chief Compliance Officer/Manager - Iwc Family Offices Series June-2001
Joel A. Bakos Manager - Bakos Investment Management Series January-2014

INTEGRATED WEALTH Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

INTEGRATED WEALTH Investment Strategy

INTEGRATED WEALTH Portfolio Concentration

INTEGRATED WEALTH Location

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

INTEGRATED WEALTH Contact Information

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

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