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INTEGRATED WEALTH CONCEPTS LLC

200 5th Avenue
4th Floor
Waltham, Massachusetts 02451
Tel: (781) 890-3045

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About INTEGRATED WEALTH CONCEPTS LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#284656
SEC#801-108179
Assets Managed by Firm$13,503,410,000
No. of Clients22706
No. of Advisors424

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total22706$13,503,410,000
Individuals (other than high net worth individuals)13924$3,561,710,000
High net worth individuals8244$9,469,250,000
Pension and profit sharing plans297$194,860,000
Charitable organizations32$43,090,000
Corporations or other businesses208$233,520,000

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