Integrated Wealth Counsel, LLC is an adviser based in Reno. It manages $85 million of regulatory assets for 168 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California and Nevada.
Integrated Wealth Counsel provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Integrated Wealth Counsel, LLC is $85 million. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Integrated Wealth Counsel, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Integrated Wealth Counsel, LLC performs its advisory services is located at 5375 Kietzke Lane, Reno, NV 89511 The mailing address of the firm is P.O. Box 21389, Reno, NV 89515. An additional office of the firm is in Pleasanton, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-898-1860 or by fax 866-241-6689. The normal business hours are 8:30 am to 5:00 pm on Other. You can find more information about the New York firm at bakosinvestments.com.