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).
-
Total Assets Under Management12,394MILLION
-
Total Number of Accounts44,485ACCOUNTS
-
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
R. Jason Horwitz (CRD# 4288050) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 19 years of experience in the finance industry.
Michael Houssan (CRD# 4286992) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 23 years of experience in the finance industry.
Bradley Howe (CRD# 5857336) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 13 years of experience in the finance industry.
Gulsanga Jalawan (CRD# 4122740) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Arlington, VA and has over 21 years of experience in the finance industry.
Joseph Johnston (CRD# 4620639) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Houston, TX and has over 21 years of experience in the finance industry.
Stephen Joyner (CRD# 2669465) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 28 years of experience in the finance industry.
Ely Kaplansky (CRD# 6880329) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Needham, MA and has 1 year of experience in the finance industry.
Mark Karnes (CRD# 6107315) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Warwick, RI and has over 10 years of experience in the finance industry.
Cassidy King (CRD# 4672112) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 20 years of experience in the finance industry.
David Kline (CRD# 5752054) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 13 years of experience in the finance industry.