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Integrated Wealth Counsel, LLC (Reno)


Integrated Wealth Counsel, LLC is an adviser based in Reno. It manages $85 million of regulatory assets for 168 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California and Nevada.

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

Integrated Wealth Counsel: assets under management

The assets under management (AUM) of Integrated Wealth Counsel, LLC is $85 million. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $82 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $750 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Integrated Wealth Counsel, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Todd Christopher Ganos Trustor 1 Dec 2006 25% - 50% 2306228
Joel Allan Bakos Trustor 1 Nov 2010 75% - 100% 2822240

Based in Reno

The principal office where Integrated Wealth Counsel, LLC performs its advisory services is located at 5375 Kietzke Lane, Reno, NV 89511 The mailing address of the firm is P.O. Box 21389, Reno, NV 89515. An additional office of the firm is in Pleasanton, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-898-1860 or by fax 866-241-6689. The normal business hours are 8:30 am to 5:00 pm on Other. You can find more information about the New York firm at bakosinvestments.com.


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