Integrated Wealth Concepts LLC

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Assets, Funds, Holdings

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Integrated Wealth Concepts LLC
CRD #284656
SEC #801-108179
CIK #0001737109
AUM $5.0 BB (70% Disc, 100% US, 2021-03-30)
Employees 298 (65% Investors, 97% Brokers)
Phone781-890-3045
Address300 5th Avenue
Waltham, MA 02451
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
6.04.83.62.41.20.02009201320172022
Sector Form 13F Holdings Cap ($TT) Value ($TT)
AAPL 0.7 0.0
MSFT 0.7 0.0
 
 
 
 
 
 
 
 
 
Holdings by Sector ($TT)
3.02.41.81.20.60.02017201820202022
EDGAR Form CIK 2011 - 2021
13F-HR [0001737109]
SC 13G [0001737109]
Form 13D/13G Filer Form 13D/13G Subject Filed
Integrated Wealth Concepts LLC Huntington Bancshares Inc/Md [2021-02-16]
Integrated Wealth Concepts LLC Invesco Exchange-Traded Self-Indexed Fund Trust [2021-02-16]
Integrated Wealth Concepts LLC BlackRock Fund Advisors [2021-02-16]
Integrated Wealth Concepts LLC JP Morgan Exchange-Traded Fund Trust [2021-02-16]
Integrated Wealth Concepts LLC JP Morgan Exchange-Traded Fund Trust [2021-02-16]
Integrated Wealth Concepts LLC Eaton Vance 2021 Target Term Trust [2021-02-16]
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Clarfeld Financial Advisors LLC
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Portola Partners Group LLC
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TDAM USA Inc
4.9
Frost Investment Advisors LLC
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First Foundation Advisors
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Eulav Asset Management
NY 4.9
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