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Home > Retirement Planners > massachusetts > waltham > INTEGRATED WEALTH CONCEPTS LLC
INTEGRATED WEALTH CONCEPTS LLC
200 5th Avenue
4th Floor
Waltham, Massachusetts 02451
Tel: (781) 890-3045
About INTEGRATED WEALTH CONCEPTS LLC
INTEGRATED WEALTH CONCEPTS LLC, formally registered with the SEC as INTEGRATED WEALTH CONCEPTS LLC. The firm was established in 07/25/2016. They have over 121 offices throughout the country.
INTEGRATED WEALTH CONCEPTS LLC is a Waltham, Massachusetts based Financial Planning firm with nearly $13,503,410,000 assets under management, offering retirement planning & investment advisory services to 22706 clients. The firm is staffed with 424 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284656 |
| SEC# | 801-108179 |
| Assets Managed by Firm | $13,503,410,000 |
| No. of Clients | 22706 |
| No. of Advisors | 424 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22706 | $13,503,410,000 |
| Individuals (other than high net worth individuals) | 13924 | $3,561,710,000 |
| High net worth individuals | 8244 | $9,469,250,000 |
| Pension and profit sharing plans | 297 | $194,860,000 |
| Charitable organizations | 32 | $43,090,000 |
| Corporations or other businesses | 208 | $233,520,000 |
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