I
$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-19-2020
- Office Locations
- 1
Office Locations
Commerce Dr. 700 OAK Brook IL
About Integrated Wealth Planners LLC
Integrated Wealth Planners LLC is a OAK Brook-based RIA. The firm has been operating for 5 years. Managing $1.3M in total assets under management,
Team overview
41 AVG AGE
-- AVG AUM / ADVISOR
$38.0K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Owner & Executives
BRIAN LEE DURKIN JR
Associate Software Engineer, PRINCIPAL
- CRD
- #6314786
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,330,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,330,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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