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).
-
Total Assets Under Management7,466MILLION
-
Total Number of Accounts17,089ACCOUNTS
-
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 26 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 9 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 15 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 26 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 Cary, NC and has over 26 years of experience in the finance industry.
Todd Bessey (CRD# 2562979) 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.
William Bettis (CRD# 1651387) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Carlsbad, CA and has over 27 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.
Martin Bodner (CRD# 1180644) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lincoln, RI and has over 37 years of experience in the finance industry.