Integer Wealth Advisors Group, LLC (Kennesaw)

Name: Integer Wealth Advisors Group, LLC
Address: 3440 Blue Springs Road, Kennesaw, GA, 30144
Telephone: 770-974-2787

Integer Wealth Advisors Group, LLC is a large advisory firm based in Kennesaw. It manages $241.43 million of regulatory assets for 248 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Georgia, Louisiana, Pennsylvania, and Texas.

Integer Wealth Advisors Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Integer Wealth Advisors Group: assets under management

The assets under management (AUM) of Integer Wealth Advisors Group, LLC is $241.43 million. The firm's AUM has grown by 202% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $193.23 million in discretionary accounts and $48.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $947.2 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.1 million.

Investments

The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio. Investments in state and local bonds form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Integer Wealth Advisors Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Integer Wealth Advisors Group serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Integer Wealth Advisors Group is high net worth individuals with 69 clients and $201.93 million of assets under management. Among the 6 most similar advisory firms, Integer Wealth Advisors Group has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $241.43 million for 104 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Integer Wealth Advisors Group doesn't advise any private funds.

Careers at Integer Wealth Advisors Group, LLC

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Saverio Nicholas Paglioni	Principal	1 Jul 2005	50% - 75%	2437935
Thomas A Foglia	Principal	1 Feb 2007	50% - 75%	2981800

Based in Kennesaw

The principal office where Integer Wealth Advisors Group, LLC performs its advisory services is located at 3440 Blue Springs Road, Kennesaw, GA 30144, which is also the mailing address of the firm. An additional office of the firm is in Blue Bell, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-974-2787 or by fax 1-866-653-1317. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at integerwealth.com.