Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC (CRD# 284656) is a financial advisory firm headquartered in Waltham, MA. They manage $12,394,481,000 in 44,485 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management12,394MILLION
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Total Number of Accounts44,485ACCOUNTS
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Average Account Value$278,622
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Paul Koenig (CRD# 5253413) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Mount Laurel, NJ and has over 17 years of experience in the finance industry.
Kevin Kyle (CRD# 5919910) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Houston, TX and has over 12 years of experience in the finance industry.
Jeffrey Lacross (CRD# 5425999) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Beverly, MA and has 1 year of experience in the finance industry.
Richard Lacross (CRD# 5030265) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Acton, MA and has 1 year of experience in the finance industry.
Brian Lavoie (CRD# 5985779) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Lance Leimberg (CRD# 4769315) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Mount Laurel, NJ and has over 19 years of experience in the finance industry.
Jeffrey Levine (CRD# 5577554) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Newton, MA and has over 9 years of experience in the finance industry.
Albert Li (CRD# 1043906) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 39 years of experience in the finance industry.
John Lian (CRD# 3247257) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 16 years of experience in the finance industry.
Kristopher Lindley (CRD# 4576549) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in San Diego, CA and has over 21 years of experience in the finance industry.