Unclaimed Profile

Ann Lamontagne Swartz

INTEGRATED WEALTH CONCEPTS LLC·WALTHAM, Massachusetts

Clean recordINTEGRATED WEALTH CONCEPTS LLC

200 5TH AVENUE, WALTHAM, MA 02451CRD# 2014737Firm CRD# 284656

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ann Lamontagne Swartz · WALTHAM, MA

Registration

CRD #2014737 · INTEGRATED WEALTH CONCEPTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2014737

Firm CRD# 284656

View on FINRA BrokerCheck →

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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.

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