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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Integrated Wealth Concepts LLC
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|---|---|
| CRD # | 284656 |
| SEC # | 801-108179 |
| CIK # | 0001737109 |
| AUM | $15.2 B (2025-06-24) |
| Employees | 455 (99% Investors, 51% Brokers) |
| Phone | 781-890-3045 |
| Address | 200 5th Avenue Waltham, MA 02451 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15,053 | 4.5 |
| (b) Individuals (high net worth individuals) | 8,503 | 10.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 279 | 0.2 |
| (h) Charitable organizations | 34 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 246 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 50,867 | 15.2 |
| By Discretionary | ||
| Discretionary | 50,867 | 15.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 50,867 | 15.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 15.1 | |
| Total | 50,867 | 15.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001737109] | |
| SC 13G | [0001737109] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Transamerica Retirement Advisors LLC
✚
|
IA | 16.2 |
|
Benjamin F Edwards & Company Incorporated
✚
|
MO | 15.7 |
|
Stephens Inc
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|
AR | 15.6 |
|
Park Avenue Securities LLC
✚
|
NY | 15.0 |
|
Principal Securities Inc
✚
|
IA | 14.8 |
|
Federated Global Investment Management Corp
✚
|
NY | 14.8 |
|
Stratos Wealth Partners Ltd
✚
|
OH | 14.5 |
|
Congress Asset Management Company LLP
✚
|
MA | 14.2 |
|
&Partners
✚
|
TN | 14.1 |
|
Independent Advisor Alliance LLC
✚
|
NC | 14.1 |