Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
24,115 clients
Average Client Portfolio
$629K average
Assets Under Management
$15.2B

Fee Structure

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Location

16140 Sand Canyon Avenue, Irvine, CA, 92618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is a partner at Wright, Ford, Young & Co CPAs, a CPA firm, dedicating full-time hours to this role. He is also an Investment Advisor Representative (IAR) for Integrated Wealth Concepts, LLC, doing business as Wright Ford Young Wealth Management, spending a few hours per week on this.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
February 2024 - Present · 2 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.