INTEGRATED WEALTH CONCEPTS LLC

200 5th Avenue
4th Floor
Waltham, Massachusetts, 2451
Tel: (781) 890-3045

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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:

  • Total no. of Employees: 376
  • No. of Employees performing investment advisory functions: 187

Firm Client Information:

No. of ClientsAUM
Firm Total27886$7,826,047,500
Individuals (other than high net worth individuals)11285$2,113,584,500
High net worth individuals5912$5,437,507,000
Pension and profit sharing plans312$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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