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Paul Anton Saganey

INTEGRATED WEALTH CONCEPTS LLC·WALTHAM, Massachusetts
Unclaimed Profile
200 5TH AVENUE, WALTHAM, MA 02451CRD# 1596351Firm CRD# 284656
01

About

Paul Anton Saganey 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# 1596351
Firm CRD# 284656
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Anton Saganey offer?
Paul Anton Saganey specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Paul Anton Saganey's credentials?
Paul Anton Saganey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Anton Saganey located?
Paul Anton Saganey 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 Paul Anton Saganey charge for services?
Paul Anton Saganey'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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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
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