- Total no. of Employees: 376
- No. of Employees performing investment advisory functions: 187
200 5th Avenue
4th Floor
Waltham, Massachusetts, 2451
Tel: (781) 890-3045
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.
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
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 Methods:
Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
---|---|---|---|---|---|
FIDELITY PERSONAL AND WORKPLACE ADVISORS 245 Summer Street, V2a, Boston, MA 2210 | 288590 | 801-112027 | 1509611 | 11220 | $726,706,488,861 |
STRATEGIC ADVISERS LLC 245 Summer Street, V10b, Boston, MA 2210 | 104555 | 801-13243 | 1483231 | 235 | $737,260,972,902 |
COMMONWEALTH FINANCIAL NETWORK 29 Sawyer Road, Waltham, MA 02453-3483 | 8032 | 801-41541 | 540172 | 4000 | $161,852,722,626 |
MML INVESTORS SERVICES, LLC 1295 State Street, Springfield, MA 01111-0001 | 10409 | 801-44264 | 287089 | 7620 | $62,946,222,947 |
GW&K INVESTMENT MANAGEMENT, LLC 222 Berkeley Street, 15th Floor, Boston, MA 2116 | 121942 | 801-61559 | 49094 | 175 | $54,720,660,219 |
NATIXIS ADVISORS, LLC 888 Boylston Street, Suite 800, Boston, MA 2199 | 106800 | 801-48408 | 38333 | 411 | $46,512,243,345 |