Integer Wealth Advisors is an investment advisor in Cartersville with $310.46 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
203172924
SEC advisor number
801-64680
FINRA CRD number
136621
AUM ?
$310.46 mm
(as of 5 Feb 21)
Accounts
280
(as of 5 Feb 21)
Employees
4
(3 investment advisory or research)
Address
Integer Wealth Advisors
3440 BLUE SPRINGS ROAD, SUITE 201
KENNESAW
2Q 30144
3440 BLUE SPRINGS ROAD, SUITE 201
KENNESAW
2Q 30144
Office hours
Monday - Friday, 8 A.M. TO 5 P.M.
Phone
7709742787
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Paglioni, Saverio, Nicholas | Principal | 07/2005 | 50-75% |
Paglioni, Saverio, Nicholas | Chief Compliance Officer | 07/2005 | 50-75% |
Foglia, Thomas, a | Principal | 02/2007 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 21
13F-HR
Quarterly holdings report by institutional manager
7 Jan 21
13F-HR
Quarterly holdings report by institutional manager
19 Oct 20
13F-HR
Quarterly holdings report by institutional manager
10 Jul 20
13F-HR
Quarterly holdings report by institutional manager
11 May 20
13F-HR
Quarterly holdings report by institutional manager
5 Feb 20