Anthony
Pasqua

Integrated Wealth Concepts LLC

CRD#2493178
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Anthony Pasqua is a financial advisor who works out of Bonita Springs, Florida, who has been in the financial industry for 15 years. Pasqua is an advisor for Integrated Wealth Concepts LLC. Throughout their career, they have worked at Integrated Wealth Concepts LLC, Lincoln Financial Advisors Corporation and Lpl Financial LLC. Pasqua maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Integrated Wealth Concepts LLC is a registered investment company that has its headquarters in Bonita Springs, Florida. It has offices in 28 locations and a total of 199 advisors. It controls $1 billion in assets between its 5,299 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 5,299 accounts, 21% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely vary depending on which services the firm provides the client. However, fees charged by Integrated Wealth Concepts LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Bonita Springs, FL

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$1,353,200,000

FL Average: $16,012,751,954
Total Number of Employees

197

FL Average: 118
Total Number of Accounts

8,767

FL Average: 4,567
Average Account Size

$154,352

FL Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Anthony Pasqua Work History

Anthony has 15 years of experience.

2016 - Present (3 years)

Integrated Wealth Concepts LLC

2016 - Present (3 years)

Lpl Financial LLC

2003 - 2016 (13 years)

Lincoln Financial Advisors Corporation

Disclosures

Anthony Pasqua has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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