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).

Current Firm Details
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
https://www.facebook.com/ihtwealthmanagement
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 31 - 40 of 141 top financial advisors.
31
Steven Dudash, financial advisor Chicago IL
Steven J. Dudash
CRD#: 3236757
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Steven Dudash (CRD# 3236757) 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.

32
Jeannine Edmonds, financial advisor Chicago IL
Jeannine T. Edmonds
CRD#: 2054276
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Jeannine Edmonds (CRD# 2054276) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 19 years of experience in the finance industry.

33
Catarina Edwards, financial advisor Chicago IL
Catarina Edwards
CRD#: 6300318
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Catarina Edwards (CRD# 6300318) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 9 years of experience in the finance industry.

34
Gregory Eicher, financial advisor Freeport IL
Gregory D. Eicher
CRD#: 3159399
2900 W Pearl City Road, Suite 103, Freeport, IL 61032

Gregory Eicher (CRD# 3159399) is an Investment Advisor Representative working at Iht Wealth Management LLC in Freeport, IL and has over 24 years of experience in the finance industry.

35
Brian Erickson, financial advisor Chicago IL
Brian P. Erickson
CRD#: 6785901
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Brian Erickson (CRD# 6785901) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 5 years of experience in the finance industry.

36
Paul Etra, financial advisor New York NY
Paul H. Etra
CRD#: 4280636
122 East 42nd Street, Suite 1610, New York, NY 10168

Paul Etra (CRD# 4280636) is an Investment Advisor Representative working at Iht Wealth Management LLC in New York, NY and has over 20 years of experience in the finance industry.

37
Timothy Feldheim, financial advisor Northbrook IL
Timothy T. Feldheim
CRD#: 4751474
500 Skokie Blvd., Suite 285, Northbrook, IL 60062

Timothy Feldheim (CRD# 4751474) is an Investment Advisor Representative working at Iht Wealth Management LLC in Northbrook, IL and has over 20 years of experience in the finance industry.

38
Ruth Forehand, financial advisor San Anotonio TX
Ruth L. Forehand
CRD#: 1368715
85 Ne Loop 410, Suite 401, San Anotonio, TX 78216

Ruth Forehand (CRD# 1368715) is an Investment Advisor Representative working at Iht Wealth Management LLC in San Anotonio, TX and has over 28 years of experience in the finance industry.

39
Marilyn Friedman, financial advisor Skokie IL
Marilyn C. Friedman
CRD#: 705676
4711 Golf Rd., Suite 705, Skokie, IL 60076

Marilyn Friedman (CRD# 705676) is an Investment Advisor Representative working at Iht Wealth Management LLC in Skokie, IL and has over 33 years of experience in the finance industry.

40
Brian Gaffney, financial advisor Braintree MA
Brian J. Gaffney
CRD#: 4828586
25 Braintree Hill Office Park, Suite 200, Braintree, MA 02184

Brian Gaffney (CRD# 4828586) is an Investment Advisor Representative working at Iht Wealth Management LLC in Braintree, MA and has over 19 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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