AdvisorOS Directory
Claim Profile
AS

Ann Lamontagne Swartz

INTEGRATED WEALTH CONCEPTS LLC·WALTHAM, Massachusetts
Unclaimed Profile
200 5TH AVENUE, WALTHAM, MA 02451CRD# 2014737Firm CRD# 284656
01

About

Ann Lamontagne Swartz is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with INTEGRATED WEALTH CONCEPTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INTEGRATED WEALTH CONCEPTS LLC
INTEGRATED WEALTH CONCEPTS LLC
AUM
$13.5B
Regulatory assets under management
Employees
424
Total firm employees
View all advisors at INTEGRATED WEALTH CONCEPTS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2014737
Firm CRD# 284656
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WALTHAM?

Browse all registered financial advisors in WALTHAM, Massachusetts or claim this profile if it's yours.

Browse WALTHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ann Lamontagne Swartz offer?
Ann Lamontagne Swartz specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Ann Lamontagne Swartz's credentials?
Ann Lamontagne Swartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ann Lamontagne Swartz located?
Ann Lamontagne Swartz is based in WALTHAM, Massachusetts, working with INTEGRATED WEALTH CONCEPTS LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Ann Lamontagne Swartz charge for services?
Ann Lamontagne Swartz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRATED WEALTH CONCEPTS LLC?
INTEGRATED WEALTH CONCEPTS LLC has approximately 424 employees and manages $13.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WALTHAM
Andrea C (carroll) Haney — OLD IRONSIDES ENERGY, LLCDimitris Nmn Bertsimas — ROBUST DYNAMICS LPChristopher Darnell — ROBUST DYNAMICS LPAnja Saloranta — BALLENTINE PARTNERS, LLCSean Patrick O'neill — OLD IRONSIDES ENERGY, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile