Iht Wealth Management LLC

Iht Wealth Management LLC (CRD# 171481) is a financial advisory firm headquartered in Chicago, IL. They manage $4,820,462,755 in 20,120 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,820
    MILLION
  • Total Number of Accounts
    20,120
    ACCOUNTS
  • Average Account Value
    $239,586
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Iht Wealth Management LLC
Showing 1 - 10 of 140 top financial advisors.
1
Frank Acosta
CRD#: 2084737
85 Ne Loop 410, Suite 401, San Antonio, TX 78216

Frank Acosta (CRD# 2084737) is an Investment Advisor Representative working at Iht Wealth Management LLC in San Antonio, TX and has over 25 years of experience in the finance industry.

2
Alona W. Anspach
CRD#: 1532003
500 Skokie Blvd., Suite 285, Northbrook, IL 60062

Alona Anspach (CRD# 1532003) is an Investment Advisor Representative working at Iht Wealth Management LLC in Northbrook, IL and has over 36 years of experience in the finance industry.

3
Kyriacos A. Antoniadis
CRD#: 4050859
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Kyriacos Antoniadis (CRD# 4050859) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 24 years of experience in the finance industry.

4
Rob B. Bacharach
CRD#: 6756055
17810 Statesville Rd, Suite #322, Cornelius,, NC 28031

Rob Bacharach (CRD# 6756055) is an Investment Advisor Representative working at Iht Wealth Management LLC in Cornelius,, NC and has over 7 years of experience in the finance industry.

5
Ian S. Baker
CRD#: 4018036
122 East 42nd Street, Suite 1610, New York, NY 10168

Ian Baker (CRD# 4018036) is an Investment Advisor Representative working at Iht Wealth Management LLC in New York, NY and has over 24 years of experience in the finance industry.

6
David R. Bakker
CRD#: 4565140
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

David Bakker (CRD# 4565140) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 21 years of experience in the finance industry.

7
Jonathan D. Barkley
CRD#: 5295890
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Jonathan Barkley (CRD# 5295890) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 17 years of experience in the finance industry.

8
Ann Behrens
CRD#: 6014256
1707 N. Randall Road, Suite 200, Elgin, IL 60123

Ann Behrens (CRD# 6014256) is an Investment Advisor Representative working at Iht Wealth Management LLC in Elgin, IL and has over 7 years of experience in the finance industry.

9
Suzana Bogoevska
CRD#: 1940058
58757 Van Dyke Rd, #547, Washington Township, MI 48094

Suzana Bogoevska (CRD# 1940058) is an Investment Advisor Representative working at Iht Wealth Management LLC in Washington Township, MI and has over 18 years of experience in the finance industry.

10
Bradley J. Borg
CRD#: 5086501
St Croix, MN

Bradley Borg (CRD# 5086501) is an Investment Advisor Representative working at Iht Wealth Management LLC in St Croix, MN and has over 18 years of experience in the finance industry.

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