Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC (CRD# 284656) is a financial advisory firm headquartered in Waltham, MA. They manage $12,394,481,000 in 44,485 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management12,394MILLION
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Total Number of Accounts44,485ACCOUNTS
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Average Account Value$278,622
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Edwin Griswold (CRD# 2728552) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Brewster, NY and has over 28 years of experience in the finance industry.
William Hackler (CRD# 2665352) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Leominster, MA and has over 28 years of experience in the finance industry.
Michael Haig (CRD# 2517717) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Carlsbad, CA and has over 28 years of experience in the finance industry.
Joe Hall (CRD# 1525923) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Littleton, CO and has over 23 years of experience in the finance industry.
Hunter Hargraves (CRD# 3207911) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Houston, TX and has over 7 years of experience in the finance industry.
John Harrington (CRD# 2495884) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Danbury, CT and has over 29 years of experience in the finance industry.
James Haug (CRD# 5605947) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in San Diego, CA and has over 15 years of experience in the finance industry.
Shannon Heap (CRD# 5182534) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in New London, CT and has over 17 years of experience in the finance industry.
Laura Holthaus (CRD# 5798031) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Saint Joseph, MO and has over 13 years of experience in the finance industry.
Craig Horvath (CRD# 2818558) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Naperville, IL and has over 27 years of experience in the finance industry.