Assets Under Management
$15.2B
Number of Clients
24,115
Number of Advisors
395
Average Client AUM
$629K
AUM per Advisor
$38.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Integrated Wealth Concepts offers investment management, financial planning, family office services, and retirement plan advisory services. Investment strategies are customized based on client goals and risk tolerance. They may use internal management or unaffiliated money managers. Financial planning is offered separately.
200 5th Avenue, 4th Floor, Waltham, MA, 02451