Iht Wealth Management LLC
Iht Wealth Management LLC (CRD# 171481) is a financial advisory firm headquartered in Chicago, IL. They manage $4,373,565,753 in 18,644 accounts and serve the financial needs of clients across 36 states (or territories).
-
Total Assets Under Management4,374MILLION
-
Total Number of Accounts18,644ACCOUNTS
-
Average Account Value$234,583
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
Frank Acosta (CRD# 2084737) is an Investment Advisor Representative working at Iht Wealth Management LLC in San Antonio, TX and has over 24 years of experience in the finance industry.
Alona Anspach (CRD# 1532003) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 36 years of experience in the finance industry. Alona Anspach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kyriacos Antoniadis (CRD# 4050859) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 23 years of experience in the finance industry.
Rob Bacharach (CRD# 6756055) is an Investment Advisor Representative working at Iht Wealth Management LLC in Cornelius,, NC and has over 6 years of experience in the finance industry. Rob Bacharach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ian Baker (CRD# 4018036) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 23 years of experience in the finance industry.
David Bakker (CRD# 4565140) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 20 years of experience in the finance industry.
Jonathan Barkley (CRD# 5295890) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 16 years of experience in the finance industry.
Ann Behrens (CRD# 6014256) is an Investment Advisor Representative working at Iht Wealth Management LLC in Elgin, IL and has over 6 years of experience in the finance industry.
Suzana Bogoevska (CRD# 1940058) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 18 years of experience in the finance industry. Suzana Bogoevska has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bradley Borg (CRD# 5086501) is an Investment Advisor Representative working at Iht Wealth Management LLC in St Croix, MN and has over 17 years of experience in the finance industry.