|
⚲
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| Integrated Wealth Concepts LLC
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|
|
|---|---|
| CRD # | 284656 |
| SEC # | 801-108179 |
| CIK # | 0001737109 |
| AUM | $13.5 BB (2024-08-16) |
| Employees | 424 (100% Investors, 47% Brokers) |
| Phone | 781-890-3045 |
| Address | 200 5th Avenue Waltham, MA 02451 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.2 | |
| NVDA | 399.6 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| QCOM | 147.4 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13,924 | 3.6 |
| (b) Individuals (high net worth individuals) | 8,244 | 9.5 |
| (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 | 297 | 0.2 |
| (h) Charitable organizations | 32 | 0.0 |
| (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 | 208 | 0.2 |
| (n) Other | 1 | 0.0 |
| Total | 22,706 | 13.5 |
| By Discretionary | ||
| Discretionary | 22,706 | 13.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22,706 | 13.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 13.4 | |
| Total | 22,706 | 13.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001737109] | |
| SC 13G | [0001737109] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wintrust Investments LLC
✚
|
IL | 14.4 |
|
Nationwide Investment Advisors LLC
✚
|
OH | 14.3 |
|
Envestnet Retirement Solutions LLC
✚
|
IL | 14.3 |
|
We Family Offices LLC
✚
|
FL | 13.9 |
|
CSOP Asset Management Limited
✚
|
13.7 | |
|
Jensen Investment Management Inc
✚
|
OR | 13.4 |
|
Ariel Investments LLC
✚
|
IL | 13.4 |
|
Madison Investment Advisors LLC
✚
|
WI | 13.2 |
|
Mycio Wealth Partners LLC
✚
|
PA | 13.0 |
|
Advanced Research Investment Solutions LLC
✚
|
CA | 12.9 |