Integrated Wealth Concepts LLC
Legal Name: INTEGRATED WEALTH CONCEPTS LLC
Full Contact Details
Integrated Wealth Concepts LLC
300 5TH AVENUE, 3RD FLOOR, WALTHAM, MA
(781) 890-3045
781-890-5624
Other Info
Integrated Wealth Concepts LLC, a Limited Liability Company based in MA, boasts of a team of 197 employees, with 170 rendering advisory services. Although their client-base is unknown, their current SEC status is Approved, with registration dating back to Jul 25, 2016.
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Direct Owners
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JOHN GENNARO CATALDO
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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PAUL ANTON SAGANEY
MEMBER AND FOUNDER owns 75% or more