Iht Wealth Management LLC
Iht Wealth Management LLC (CRD# 171481) is a financial advisory firm headquartered in Chicago, IL. They manage $4,535,927,554 in 23,580 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management4,536MILLION
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Total Number of Accounts23,580ACCOUNTS
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Average Account Value$192,363
- 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
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, 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 23 years of experience in the finance industry.
Alona Anspach (CRD# 1532003) is an Investment Advisor Representative working at Iht Wealth Management LLC in Northbrook, IL and has over 35 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 22 years of experience in the finance industry.
Ian Baker (CRD# 4018036) is an Investment Advisor Representative working at Iht Wealth Management LLC in New York, NY and has over 22 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 15 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 5 years of experience in the finance industry.
Suzana Bogoevska (CRD# 1940058) is an Investment Advisor Representative working at Iht Wealth Management LLC in Washington, MI and has over 17 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.
Adrien Brand (CRD# 7007330) is an Investment Advisor Representative working at Iht Wealth Management LLC in Tampa, FL and has over 3 years of experience in the finance industry.
Thomas Brdecka (CRD# 4594314) 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.
Matthew Brown (CRD# 2814498) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 25 years of experience in the finance industry.