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INTEGRATED WEALTH CONCEPTS LLC

Tel: (781) 890-3045
200 5th Avenue
4th Floor
Waltham, Massachusetts  02451

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INTEGRATED WEALTH CONCEPTS LLC

INTEGRATED WEALTH CONCEPTS LLC is a Waltham, Massachusetts based financial advisory firm with nearly $13,503,410,000 in assets under management and provides investment advisory services for 22706 clients. There are currently 424 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

284656

SEC#:

801-108179

No. of Clients:

22706

Assets under Management

$13,503,410,000

No. of Advisors:

424

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