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Integrated Wealth Management Crosses the $1Billion AUM Threshold

Palm Springs
Integrated Wealth Management
July 9, 2014 

Integrated Wealth Management announced today that the independent wealth management and financial planning firm now has $1Billion in assets under management (AUM).  This accomplishment comes as the firm approaches their 20th year of business.

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 United States.

“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,” said Jim Casey, Integrated Wealth Management President and CEO. “We are grateful to our clients whose continued trust has allowed us to continue to grow.”

Casey continued, “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 $1Billion 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.