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
Dustin Metcalf (CRD# 5800968) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Palm Desert, CA and has over 13 years of experience in the finance industry.
Christopher Michalman (CRD# 2750759) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 27 years of experience in the finance industry.
Michael Mohr (CRD# 6216346) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Scott Montgomery (CRD# 2793362) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Bloomfield Hills, MI and has over 27 years of experience in the finance industry.
Nishan Mootafian (CRD# 2240292) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lynnfield, MA and has over 31 years of experience in the finance industry.
Marco Moretti (CRD# 6173796) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 10 years of experience in the finance industry.
Robert Mulhaul (CRD# 713639) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 43 years of experience in the finance industry.
Michael Muniz (CRD# 4299398) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in San Diego, CA and has over 16 years of experience in the finance industry.
Michael Muto (CRD# 4236459) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 23 years of experience in the finance industry.
Penny Nasiatka (CRD# 1493369) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Southwick, MA and has over 27 years of experience in the finance industry.