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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ElementInsight
- Established Date
- 04-30-2015
- Office Locations
- 1
Office Locations
About Integrated Wealth Solutions, LLC
Integrated Wealth Solutions is a New Jersey wealth and retirement planning firm led by CFP professional Gary B. Garland, a former estate-planning and elder law attorney. The firm serves individuals and families approaching or in retirement with retirement income planning, investment management, tax and estate planning, and insurance solutions. Client portfolios are implemented primarily with ETFs, with custody including Schwab and Fidelity. Garland also hosts the “Your Retirement, Your Way” podcast.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GARY B. GARLAND
Chief Compliance Officer, Founder, Owner, President
- CRD
- #6380543
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,250,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,891,278,200 | 100.0% |
| Total | $5,891,278,200 | 100.0% |