200 5th Avenue
4th Floor
Waltham, Massachusetts 02451
Tel: (781) 890-3045
INTEGRATED WEALTH CONCEPTS LLC, formally registered with the SEC as INTEGRATED WEALTH CONCEPTS LLC. The firm was established in 07/25/2016. They have over 121 offices throughout the country.
INTEGRATED WEALTH CONCEPTS LLC is a Waltham, Massachusetts based Financial Planning firm with nearly $13,503,410,000 assets under management, offering retirement planning & investment advisory services to 22706 clients. The firm is staffed with 424 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 284656 |
SEC# | 801-108179 |
Assets Managed by Firm | $13,503,410,000 |
No. of Clients | 22706 |
No. of Advisors | 424 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 22706 | $13,503,410,000 |
Individuals (other than high net worth individuals) | 13924 | $3,561,710,000 |
High net worth individuals | 8244 | $9,469,250,000 |
Pension and profit sharing plans | 297 | $194,860,000 |
Charitable organizations | 32 | $43,090,000 |
Corporations or other businesses | 208 | $233,520,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,964,385,404,654 | 31349 | 1264 | |
$1,282,732,502,947 | 1559 | 2021 | |
$1,062,795,395,069 | 172 | 161 | |
$1,014,331,002,469 | 246 | 243 | |
$824,740,096,815 | 1965880 | 269 |
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