Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC (CRD# 284656) is a financial advisory firm headquartered in Waltham, MA. They manage $7,465,967,800 in 17,089 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management7,466MILLION
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Total Number of Accounts17,089ACCOUNTS
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Average Account Value$436,887
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Michael Aaronson (CRD# 4318531) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 23 years of experience in the finance industry.
Danya Abrams (CRD# 6371217) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has 1 year of experience in the finance industry.
Andrew Adil (CRD# 2093525) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in South Windsor, CT and has over 19 years of experience in the finance industry.
Susan Ahern-Wiercinski (CRD# 1075391) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 40 years of experience in the finance industry. Susan Ahern-Wiercinski 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.
Christopher Aldrich (CRD# 6439918) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waterford, CT and has over 8 years of experience in the finance industry.
Leslie Archambault (CRD# 2864622) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 26 years of experience in the finance industry.
Terrance Arges (CRD# 5494713) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Solana Beach, CA and has over 15 years of experience in the finance industry.
Jeffrey Armstrong (CRD# 2808264) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 21 years of experience in the finance industry.
Arthur Arsenault (CRD# 6571526) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 6 years of experience in the finance industry.
Robert Barger (CRD# 6877360) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cherry Hill, NJ and has over 5 years of experience in the finance industry.