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INTEGRATED WEALTH CONCEPTS LLC
INTEGRATED WEALTH CONCEPTS LLC
WALTHAM, Massachusetts
·
7 registered advisors
·
CRD# 284656
SEC# 801-108179
120
(781) 890-3045
01
Firm Overview
AUM
$13.5B
Regulatory assets under management
Employees
424
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at INTEGRATED WEALTH CONCEPTS LLC
7 registered advisors
Andree Nicole Mohr
WALTHAM, Massachusetts
CRD# 5468207
Ann Lamontagne Swartz
WALTHAM, Massachusetts
CRD# 2014737
Caitlyn E Frament
WALTHAM, Massachusetts
CRD# 5122579
John Gennaro Cataldo
WALTHAM, Massachusetts
CRD# 5707721
Kristi Lee Carlson
WALTHAM, Massachusetts
CRD# 4287679
Paul Anton Saganey
WALTHAM, Massachusetts
CRD# 1596351
Stephen Kolano
WALTHAM, Massachusetts
CRD# 3258184
05
Office Locations
WALTHAM, Massachusetts
7 advisors
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Data sourced from SEC Form ADV filings. INTEGRATED WEALTH CONCEPTS LLC (CRD# 284656) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.