Daniel Clayton Caswell is listed as Managing Member at Integrated Wealth Strategies, LLC in Austin, TX. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Integrated Wealth Strategies, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Clayton Caswell work?
Daniel Clayton Caswell is listed as Managing Member at Integrated Wealth Strategies, LLC on SEC Form ADV.
How much of Integrated Wealth Strategies, LLC does Daniel Clayton Caswell own?
Form ADV reports a beneficial ownership band of 50-75%.