CHECK IF YOU QUALIFY- Total no. of Employees: 376
- No. of Employees performing investment advisory functions: 187
Home > Financial Advisors >massachusetts > waltham > INTEGRATED WEALTH CONCEPTS LLC
INTEGRATED WEALTH CONCEPTS LLC
200 5th Avenue
4th Floor
Waltham, Massachusetts, 2451
Tel: (781) 890-3045
About the Firm:
INTEGRATED WEALTH CONCEPTS LLC is a Waltham, Massachusetts based Fee-only advisory firm with nearly $7,826,047,500 in assets under management and provides investment advisory services for 27886 clients. There are currently 376 advisors at the firm.
Firm information:
SEC Current Status:
Approved
Firm CRD#:
284656
SEC#:
801-108179
Assets Managed by Firm:
$7,826,047,500
Advisory Services Provided:
Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisors
Firm Employees Information:
Firm Client Information:
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 27886 | $7,826,047,500 |
| Individuals (other than high net worth individuals) | 11285 | $2,113,584,500 |
| High net worth individuals | 5912 | $5,437,507,000 |
| Pension and profit sharing plans | 312 | $140,996,000 |
| Charitable organizations | 24 | $22,450,000 |
| Corporations or other businesses | 121 | $110,734,000 |
Compensation and Fees:
Compensation Methods:
A percentage of AUM, Hourly charges, Fixed fees
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