Dollars

Integrated Wealth Management crosses USD1bn AUM threshold

Thu, 10/07/2014 - 16:06

Independent wealth management and financial planning firm Integrated Wealth Management now has USD1 billion in assets under management (AUM).

From the firm’s beginnings in 1995, it has grown from two employees in one office to 31 employees in five offices across the Western US.
 
“I am so proud of what the firm has been able to accomplish. I believe our consistent growth is a direct product of our dedication to client service,” says Jim Casey, Integrated Wealth Management president and CEO. “We are grateful to our clients whose continued trust has allowed us to continue to grow.
 
“Although we’ve grown the number of advisors and operational staff over the years, the heart and culture of our company remains the same. We take pride in building personal relationships with our clients and creating custom financial solutions that help them achieve their financial goals.”
 
The USD1 billion AUM milestone comes on the heels of the addition of the former-wirehouse Cypress Group of financial advisors to the Integrated Wealth Management team in April 2014.


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