← Back to searchVisit website
INTEGRATED WEALTH PLANNERS LLC
INTEGRATED WEALTH PLANNERS, LLC
CRD 309917
COMMERCE DR., 700, OAK BROOK, IL, 60523, United States
Phone
815-556-9587
Fax
312-465-5153
Registration
— (—)
Source
State registered
Total AUM
$1.3M
Discretionary AUM
$1.3M
Team
1 total employees; 0 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Limited Liability Company
Filing date
2024-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD