Marilyn
Friedman

Iht Wealth Management LLC

CRD#705676
Investment Advisor
in Skokie, IL

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About this Advisor

Marilyn Friedman is a financial advisor based in Skokie, Illinois who has 5 years of industry experience. Friedman is an employee of Iht Wealth Management LLC. Over the course of their career, they have held roles at Ameriprise Financial Services Inc, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Lpl Financial, LLC and Iht Wealth Management. Friedman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Iht Wealth Management LLC is an advisory business based in Chicago, IL. The investment advisory business has offices in 67 locations and a total of 219 financial advisors. It manages $4 billion in total assets across its 18,644 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 51 charitable organizations. Of its 18,644 accounts, just 2% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. However, fee types billed by Iht Wealth Management LLC can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4711 Golf Rd. Suite 705
Skokie, IL 60076

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Iht Wealth Management LLC Brokerage Details

Total Assets Under Management

$4,373,565,753

IL Average: $6,674,516,078
Total Number of Employees

219

IL Average: 44
Total Number of Accounts

18,644

IL Average: 2,564
Average Account Size

$234,583

IL Average: $2,603,165

Investment Advisory Services

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

Marilyn Friedman Work History

Marilyn has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lpl Financial, LLC

2018 - Present (6 years)

Iht Wealth Management

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Massachusetts Mutual Life Insurance Company

2015 - 2018 (3 years)

Metlife Securities Inc

2011 - 2015 (4 years)

Ameriprise Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marilyn Friedman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Iht Wealth Management LLC

Karim Poonawala
Orlando, FL
Gregory Eicher
Freeport, IL
Felipe Medina
Phoenix, AZ
Frank Acosta
San Antonio, TX
Joseph Davis
New York, NY
Yussef Gheriani
Chicago, IL
Lauren Housel
Chicago, IL
Daniel Baker
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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