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
Matthew Barrette (CRD# 2986878) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Roanoke, VA and has over 25 years of experience in the finance industry.
Tejas Bartakke (CRD# 6340283) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Chesapeake, VA and has over 8 years of experience in the finance industry.
Karl Baumann (CRD# 4567371) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 14 years of experience in the finance industry.
Kirk Baur (CRD# 2957374) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Marlton, NJ and has over 25 years of experience in the finance industry.
William Beaudoin (CRD# 2472563) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 29 years of experience in the finance industry.
John Berry (CRD# 2991677) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Solana Beach, CA and has over 25 years of experience in the finance industry. John Berry 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.
Todd Bessey (CRD# 2562979) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 28 years of experience in the finance industry. Todd Bessey 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.
William Bettis (CRD# 1651387) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Carlsbad, CA and has over 26 years of experience in the finance industry.
Lindsay Blaney (CRD# 4627990) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Littleton, CO and has over 6 years of experience in the finance industry. Lindsay Blaney 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.
Martin Bodner (CRD# 1180644) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lincoln, RI and has over 36 years of experience in the finance industry.