PALM SPRINGS, Calif., Aug. 8, 2012 (GLOBE NEWSWIRE) -- Integrated Wealth Management has been named to Financial Advisor Magazine's exclusive list of top Registered Investment Advisory firms for 2012.
The list recognizes premiere RIA firms for their business expertise, commitment to client service and ability to grow a business in this challenging environment. Integrated Wealth Management was ranked in the national magazine's top 20 RIA firms in their asset category of $300-$500 million.
"It's an honor to make such an elite list and be recognized nationally as a premiere RIA firm," said Jim Casey, President and CEO of Integrated Wealth Management. "Our main goal is to provide first-class service and achieve results for our clients."
Integrated Wealth Management was selected based on the firm's year-end 2011 assets of $422 million, growth in assets by more than 14 percent from 2010-2011, assets per client, percentage of growth in assets per client by more than 7 percent, and more than 6 percent increase in their number of clients.
Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice, and adapting quickly to changing client circumstances, market conditions or tax laws.
The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: www.IWMgmt.comor 866-888-6563 x. 113.
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