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
Christopher Fletcher (CRD# 4609694) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 21 years of experience in the finance industry.
John Florence (CRD# 2336277) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 25 years of experience in the finance industry.
Joseph Forlenza (CRD# 4086868) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in San Diego, CA and has over 23 years of experience in the finance industry.
Daniel Frankel (CRD# 2694767) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 17 years of experience in the finance industry.
Gregory Freeman (CRD# 5178528) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 12 years of experience in the finance industry.
John Frongillo (CRD# 2353800) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 27 years of experience in the finance industry.
Peter Gaide (CRD# 1103567) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Bennet, NE and has over 33 years of experience in the finance industry.
Peter Gaines (CRD# 710248) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Chatham, MA and has over 43 years of experience in the finance industry.
Edward Gay (CRD# 5305310) 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.
Howard Gerrin (CRD# 708440) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 40 years of experience in the finance industry.