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
Sean Boylan (CRD# 1957391) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 34 years of experience in the finance industry.
Douglas Bradley (CRD# 2850255) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in La Jolla, CA and has over 27 years of experience in the finance industry.
Claudia Bressman (CRD# 4614232) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Naples, FL and has over 21 years of experience in the finance industry.
Eric Bressman (CRD# 4742130) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Naples, FL and has over 20 years of experience in the finance industry.
Dustin Briquelet (CRD# 2340309) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in San Diego, CA and has over 30 years of experience in the finance industry.
Robert Brown (CRD# 6082866) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 6 years of experience in the finance industry.
Christian Bryant (CRD# 6692267) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Saint Joseph, MO and has over 7 years of experience in the finance industry.
Michael Budd (CRD# 811726) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Costa Mesa, CA and has over 38 years of experience in the finance industry.
Sean Burke (CRD# 6133974) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 11 years of experience in the finance industry.
David Camilleri (CRD# 2829307) 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.