Danya
Abrams

Integrated Wealth Concepts LLC

CRD#6371217
Investment Advisor
in Waltham, MA

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About this Advisor

Danya Abrams is a financial advisor who works in Waltham, Massachusetts. Abrams works at Integrated Wealth Concepts LLC. Their career trajectory has included roles at The Waldwin Group, Boston College, Reliant Financial Group And Insurance Planning, Horace Mann Companies, Horace Mann Investors, Inc and Abrams Insurance And Financial Services LLC. Abrams is registered to advise clients in Massachusetts. Integrated Wealth Concepts LLC is a company that has its headquarters in Waltham, MA. The firm has offices in 57 locations and a total of 178 financial advisors. It controls $8 billion in assets across its 17,089 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 24 charities and foundations. Of its 17,089 accounts, 37% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. Fee types billed by Integrated Wealth Concepts LLC most likely are comprised of asset-based, hourly and fixed fees.

Years Registered*

less than 1 year

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

Office Location

200 5Th Ave Suite 4010
Waltham, MA 02451

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$7,465,967,800

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

178

MA Average: 118
Total Number of Accounts

17,089

MA Average: 4,567
Average Account Size

$436,887

MA Average: $3,506,186

Investment Advisory Services

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

Danya Abrams Work History

Danya has been registered as a financial advisor for 0 years.*

2018 - Present (6 years)

Abrams Insurance And Financial Services LLC

2012 - Present (12 years)

Boston College

2014 - 2017 (3 years)

Horace Mann Companies

2014 - 2017 (3 years)

Horace Mann Investors, Inc

2013 - 2014 (1 year)

Reliant Financial Group And Insurance Planning

2009 - 2013 (4 years)

The Waldwin Group

*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 Danya Abrams 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 Integrated Wealth Concepts LLC

Christian Bryant
Saint Joseph, MO
Darren Fabric
Northbrook, IL
Vanessa Pearson
Huntington Beach, CA
Donald Rittenhouse
Solana Beach, CA
Ann Swartz
Rockland, MA
Joseph O'Loughlin
Waltham, MA
Robert Brown
Waltham, MA
Terrance Arges
Solana Beach, CA

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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