| Name | Title | Ownership | Since |
|---|---|---|---|
| Andree Nicole Mohr Control | President | Under 5% | 2024 |
| Ann Lamontagne Swartz Control | Chief Compliance Officer | Under 5% | 2023 |
| Caitlyn E Frament Control | Director Of Business Process Optimization | Under 5% | 2023 |
Integrated Wealth Concepts LLC reports $15.2 billion in regulatory assets under management on its Form ADV.
Integrated Wealth Concepts LLC reports 455 employees.
Integrated Wealth Concepts LLC is based in Waltham, MA and has been SEC-registered since 2016.
Integrated Wealth Concepts LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 200 5th Avenue, 4th Floor, Waltham, MA 02451 |
| Phone | (781) 890-3045 |
| Fax | (781) 890-5624 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1737109 |
| Discloses disciplinary history | No |
| Discretionary | $15.18B |
| Non-discretionary | $0 |
| Total (RAUM) | $15.18B |