Integrated Wealth Concepts LLC

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CAFR Data
Integrated Wealth Concepts LLC
CRD #284656
SEC #801-108179
CIK #1737109
AUM $3.5 BB (39% Disc, 100% US, 2020-03-24)
Employees197 (86% Investors, 86% Brokers)
Phone781-890-3045
Address300 5th Avenue
Waltham, MA 02451
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02010201320172021
Sector Issuer Cap ($MM) Value ($MM)
VTI 14.8
IJH 11.4
CDC 11.1
IUSG 10.6
CFO 9.9
ITOT 9.8
BND 9.2
LQD 8.9
IEMG 8.5
VCIT 7.9
View All
Holdings by Sector ($)
0.40.30.20.20.10.02018201820192020
Comparable Firms State AUM ($BB)
Inverness Counsel LLC
NY 3.5
Todd Investments Advisors Inc
KY 3.5
Wilbanks Smith & Thomas Asset Management LLC
VA 3.5
Indexiq Advisors LLC
NY 3.5
Spire Wealth Management LLC
VA 3.5
Focus Financial Network Inc
MN 3.5
Nuance Investments LLC
MO 3.5
Windward Investment Management Inc
MA 3.5
Adviceperiod LLC
CA 3.5
Legg Mason International Equities Singapore Limited
3.5
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