About John N. Wong of INTEGRATED WEALTH
John N. Wong is Chief Compliance Officer at Integrated Wealth Management and has been affiliated with Integrated Wealth Management since January-2013.
Integrated Wealth Management is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 32 employees, of which 16 perform investment advisory functions. The managers's latest filing has disclosed 297MM in positions, which represents 25% of the manager's regulatory AUM.
For more on Integrated Wealth Management including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Integrated Wealth Management is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 32 employees, of which 16 perform investment advisory functions. The managers's latest filing has disclosed 297MM in positions, which represents 25% of the manager's regulatory AUM.
For more on Integrated Wealth Management including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
INTEGRATED WEALTH StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +0.4%/yr
Co-workers of John N. Wong at INTEGRATED WEALTH
| Name | Title | In Position Since |
|---|
| James M. Casey | President & Ceo | January-1996 |
| Heather J. Santana | Chief Administrative Officer | February-2015 |
| Ryan T. Delaney | Chief Financial Officer | February-2015 |
| Erik R. Mora | Chief Marketing Officer | February-2015 |
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John N. Wong Office Address
787 N. PALM CANYON DRIVE
PALM SPRINGS, California
UNITED STATES, 92262
PALM SPRINGS, California
UNITED STATES, 92262
John N. Wong Contact Information
Phone Number: 866-888-6563
Fax Number: 310-861-5815
Website: http://www.iwmgmt.com
Fax Number: 310-861-5815
Website: http://www.iwmgmt.com
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