I
CRD: 289318
Integrated Wealth Management Solutions, LLC
Port Chester, NY
9173632156
$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
8 yrs Firm Age
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- Custodian
- Bank OF America · Interactive Brokers · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2017
- Office Locations
- 1
Office Locations
-- Port Chester NY
About Integrated Wealth Management Solutions, LLC
Integrated Wealth Management Solutions, LLC is a Port Chester-based RIA. The firm has been operating for 8 years. Managing $5.0M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Interactive Brokers. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
54 AVG AGE
$5.0M AVG AUM / ADVISOR
$453.4K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Delta beacon Pathway frontier Radial
Client Personas
Foundation prime
Investment Themes
Insight north Zenith meridian Beacon oak Bridge radial Eagle
Investment Vehicles
Glacier capital Focus
Services
Meridian ridge Catalyst optima Atlas Insight Beacon Crest crest Momentum pathway Wave
Owner & Executives
MICHAEL GRANT REISIN
Chief Compliance Officer, Managing Member
- CRD
- #4150701
- Ownership
- 75% or more
(923) 628-8190
pioneer.pioneer@peakcapital.com
in linkedin.com/in/delta-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,987,931 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,987,931 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,987,931
Equity - Exchange:
27.8% Cash:
14.3% Public Funds:
26.6% Other:
31.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,417,459,945 | 27.8% |
| Cash | $729,125,079 | 14.3% |
| Public Funds | $1,356,274,623 | 26.6% |
| Other | $1,595,917,132 | 31.3% |
| Total | $5,098,776,779 | 100.0% |