Integrated Financial Holdco, Inc
Managing MemberIntegrated Wealth Concepts LLC
About Integrated Financial Holdco, Inc
Integrated Financial Holdco, Inc is listed as Managing Member at Integrated Wealth Concepts LLC in Waltham, MA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Integrated Wealth Concepts LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Integrated Financial Holdco, Inc work?
Integrated Financial Holdco, Inc is listed as Managing Member at Integrated Wealth Concepts LLC on SEC Form ADV.
How much of Integrated Wealth Concepts LLC does Integrated Financial Holdco, Inc own?
Form ADV reports a beneficial ownership band of Over 75%.
Integrated Wealth Concepts LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |