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
Rajiv Dayal (CRD# 5341998) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 16 years of experience in the finance industry.
Leal Deddens (CRD# 4700038) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 20 years of experience in the finance industry.
Timothy Demeritt (CRD# 3021329) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Franklin, MA and has over 20 years of experience in the finance industry.
John Derway (CRD# 844425) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Boston, MA and has over 34 years of experience in the finance industry.
Anthony Designor (CRD# 5623514) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Woodland Park, CO and has over 14 years of experience in the finance industry.
Richard Digennaro (CRD# 6146182) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Warwick, RI and has over 11 years of experience in the finance industry.
Michael Dionne (CRD# 1226262) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 39 years of experience in the finance industry.
Matthew Donovan (CRD# 3259192) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 24 years of experience in the finance industry.
James Dortch (CRD# 2424796) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Louisville, KY and has over 30 years of experience in the finance industry.
Jeff Engelman, CFP® is an independent financial planner committed to helping his clients pursue long-term financial success. In September 2000, Jeff entered the investment industry by participating in a full time college internship program with Highland Financial Group, Inc. He graduated from the University of Nebraska at Kearney with a Bachelor of Science degree in Business Administration with an emphasis in Finance in May 2001. In addition to his education and experience, Mr. Engelman currently holds the CERTIFIED CERTIFIED FINANCIAL PLANNER™ designation.
Born and raised in Diller, Nebraska, Mr. Engelman learned the Midwestern values of hard work, responsibility and integrity. He now resides in Denver, Colorado with his wife three children. Outside of work Jeff enjoys spending time with his family and friends as well as watching sporting events. The Engelman's are members of Good Shepherd Catholic Church.