INTEGRATED WEALTH CONCEPTS LLC

12 known aliases resolved via the canonical alias map

Market position · 2024

Plans served17+7 YoYRank #1033 of mapped providers

Assets under administration$295M0.0%Market share · rank #4789

Fees received$534,760Median $26,677/planSum across Schedule C direct + indirect

Net wins YoY+46 won · 2 lostPlan-level switch detection

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