The INTEGRATED WEALTH CONCEPTS is a privately held investment adviser that advises $23.58Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INTEGRATED WEALTH CONCEPTS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 371.03% over the last 5-years.
The Group has been registered with the SEC for 10.02 years and is comprised of 1 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 200 5TH AVENUE 4TH FLOOR, WALTHAM, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 493 employees comprised of 491 investment and 2 non-investment staff. The total number of Employees increased by 51.23% over the last 5-years.
Their $23.58Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 660 other accounts. Assets of High Net Worth Individuals clients own $16.02Bn or 67.96% of Total Assets and Individuals own $6.8Bn or 28.84% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
INTEGRATED WEALTH CONCEPTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.