Integrated Wealth Concepts is an investment advisor in Waltham with $7.47 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
813433658
SEC advisor number
801-108179
FINRA CRD number
284656
AUM ?
$7.47 bn
(as of 26 May 23)
Accounts
17,089
(as of 26 May 23)
Employees
178
(178 investment advisory or research)
Address
Integrated Wealth Concepts
300 FIFTH AVENUE
WALTHAM
MA 02451
300 FIFTH AVENUE
WALTHAM
MA 02451
Office hours
Monday - Friday, 8:30AM TO 5:00PM
Phone
781-890-3045
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cataldo, John, Gennaro | Chief Compliance Officer | 07/2016 | < 5% |
Saganey, Paul, Anton | Member and Founder | 09/2016 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21