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
Kevin Palmieri (CRD# 2310421) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 24 years of experience in the finance industry.
Mark Paquin (CRD# 6279806) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 11 years of experience in the finance industry.
Bruno Passacantando (CRD# 6134539) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 10 years of experience in the finance industry.
John Pastore (CRD# 4103254) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 24 years of experience in the finance industry.
Heidi Patterson (CRD# 4748864) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Vienna, VA and has over 20 years of experience in the finance industry.
Martha Payne (CRD# 4637311) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 21 years of experience in the finance industry.
Vanessa Pearson (CRD# 3185627) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Huntington Beach, CA and has over 25 years of experience in the finance industry.
Francis Pedace (CRD# 2463568) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in La Jolla, CA and has over 30 years of experience in the finance industry.
Kelly Petersen (CRD# 6723891) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Saint Joseph, MO and has over 6 years of experience in the finance industry.
Jason Pivoz (CRD# 6681224) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Bloomfield Hills, MI and has over 7 years of experience in the finance industry.