INTEGRATED WEALTH Overview
Integrated Wealth Management is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 32 employees, of which 16 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/15 to 03/31/17. The fund's latest filing disclosed 297MM in positions, representing 25% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/15 to 03/31/17. The fund's latest filing disclosed 297MM in positions, representing 25% of the manager's regulatory AUM.
INTEGRATED WEALTH StockAlpha
| Top 25% |
2.25yr StockAlpha
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Fundamental & Technical Factor Exposure
INTEGRATED WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
INTEGRATED WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James M. Casey | President & Ceo | January-1996 |
| Heather J. Santana | Chief Administrative Officer | February-2015 |
| John N. Wong | Chief Compliance Officer | January-2013 |
| Ryan T. Delaney | Chief Financial Officer | February-2015 |
| Erik R. Mora | Chief Marketing Officer | February-2015 |
INTEGRATED WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
INTEGRATED WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and
Page 8
Integrated Wealth Management, Inc. Form ADV Part 2A
March 23, 2015
financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Risks for all forms of a...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and
Page 8
Integrated Wealth Management, Inc. Form ADV Part 2A
March 23, 2015
financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Risks for all forms of a...
Get the Full Report
INTEGRATED WEALTH Portfolio Concentration
INTEGRATED WEALTH Location
787 N. PALM CANYON DRIVE
PALM SPRINGS, California
UNITED STATES, 92262
PALM SPRINGS, California
UNITED STATES, 92262
INTEGRATED WEALTH Contact Information
Phone Number: 866-888-6563
Fax Number: 310-861-5815
Website: http://www.iwmgmt.com
Fax Number: 310-861-5815
Website: http://www.iwmgmt.com
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