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
David Neal (CRD# 4560637) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Stafford Springs, CT and has over 19 years of experience in the finance industry.
Thomas Nemet (CRD# 4353834) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Hamden, CT and has over 13 years of experience in the finance industry.
Matthew Neville (CRD# 6359354) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 9 years of experience in the finance industry.
Rodney Nielsen (CRD# 6136661) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 10 years of experience in the finance industry.
Austin Nold (CRD# 5555767) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Saint Joseph, MO and has over 15 years of experience in the finance industry.
Joseph O'loughlin (CRD# 1317090) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 38 years of experience in the finance industry.
David Ojerholm (CRD# 5411112) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 16 years of experience in the finance industry.
Richard Osman (CRD# 2202368) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Severna Park, MD and has over 32 years of experience in the finance industry.
Amy Oviedo (CRD# 2983606) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Manassas, VA and has over 26 years of experience in the finance industry.
Clark Page (CRD# 5143897) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 17 years of experience in the finance industry.