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Building 2INTEGRATED WEALTH CONCEPTS LLC

Map pinWALTHAM, MA
Phone(781) 890-3045
NotebookSEC #801-108179
Total AUM
$18.9B
Employees
493
Clients
25,899

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 5TH AVENUE
4TH FLOOR
WALTHAM
MA 02451
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(781) 890-3045
Other Offices
120

ReceiptFinancials

Total AUM
$18.9B
Accounts
56,386
Discretionary
$18.9B
Accounts
56,386
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16,024
AUM
$5.2B
HNW Individual Clients
9,250
AUM
$13.1B
Pension/Profit Sharing Plan Clients
273
AUM
$219.7M
Charitable Organization Clients
68
AUM
$103M
Corporation or Business Clients
283
AUM
$305.5M
Other Clients
1
AUM
$1.3M
Description of Other Clients
INVESTMENT CLUB

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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