President · Integrated Wealth Management, Inc.
Benjamin D Grosko
CRD 5653871 · Named on Form ADV at one SEC-registered adviser
At a glance
Integrated Wealth Management, Inc., an SEC-registered wealth manager based in Uniontown, OH with $254 million in regulatory assets, lists Benjamin D Grosko on its Form ADV as President, a control person.
Firms and roles
- Integrated Wealth Management, Inc.PresidentWealth manager · Uniontown, OH · $254M in regulatory assets
AtlasMembers
Benjamin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Edward M. GroskoFounder, Integrated Wealth Management, Inc.
- Stephen S. JacksonChief Compliance Officer, Integrated Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.