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
Dierdre Collins (CRD# 2428231) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 30 years of experience in the finance industry.
Jeremy Commeret (CRD# 4696012) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Visalia, CA and has over 20 years of experience in the finance industry.
Robert Conaty (CRD# 1441115) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Boston, MA and has over 35 years of experience in the finance industry.
Christopher Conner (CRD# 3220459) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fresno, CA and has over 23 years of experience in the finance industry.
Melissa Cournyer (CRD# 6244893) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Gig Harbor, WA and has over 10 years of experience in the finance industry.
Jeffrey Cowling (CRD# 1938560) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 22 years of experience in the finance industry.
Wheeler Crowley (CRD# 5921708) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Portsmouth, NH and has over 12 years of experience in the finance industry.
Ryan Damaso (CRD# 5742387) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 13 years of experience in the finance industry.
Thomas Davis (CRD# 1463278) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Roanoke, VA and has over 38 years of experience in the finance industry.
Brian Dawahare (CRD# 2891291) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Louisville, KY and has over 26 years of experience in the finance industry.