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
Sean Boylan (CRD# 1957391) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 34 years of experience in the finance industry. Sean Boylan 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.
Douglas Bradley (CRD# 2850255) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in La Jolla, CA and has over 26 years of experience in the finance industry.
Claudia Bressman (CRD# 4614232) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Naples, FL and has over 20 years of experience in the finance industry.
Eric Bressman (CRD# 4742130) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Naples, FL and has over 19 years of experience in the finance industry. Eric Bressman 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.
Dustin Briquelet (CRD# 2340309) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in San Diego, CA and has over 30 years of experience in the finance industry.
Robert Brown (CRD# 6082866) 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.
Christian Bryant (CRD# 6692267) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Saint Joseph, MO and has over 7 years of experience in the finance industry.
Michael Budd (CRD# 811726) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Costa Mesa, CA and has over 37 years of experience in the finance industry.
Sean Burke (CRD# 6133974) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 11 years of experience in the finance industry.
David Camilleri (CRD# 2829307) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Bloomfield Hills, MI and has over 26 years of experience in the finance industry.