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
Raymond Lucas (CRD# 1600194) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 37 years of experience in the finance industry.
Jeff Macy (CRD# 5928613) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Roanoke, VA and has over 12 years of experience in the finance industry.
Timothy Mahieu (CRD# 1064165) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cody, WY and has over 24 years of experience in the finance industry.
Anthony Marotti (CRD# 4999466) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Franklin Lakes, NJ and has over 16 years of experience in the finance industry.
Philip Masi (CRD# 2275350) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Danbury, CT and has over 31 years of experience in the finance industry.
Edward McCafferty (CRD# 4744643) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Newton Center, MA and has over 19 years of experience in the finance industry.
Mark McGaunn (CRD# 3188110) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Needham Heights, MA and has over 25 years of experience in the finance industry.
Kevin McGrady (CRD# 2186164) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 26 years of experience in the finance industry.
Peter McMahon (CRD# 5603098) 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.
Don Meredith (CRD# 4991158) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Chesapeake, VA and has over 18 years of experience in the finance industry.