Judith
Chimenti
Integrated Wealth Concepts LLC
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About this Advisor
Judith Chimenti is a chartered financial consultant who works out of North Hampton, New Hampshire with 7 years of industry experience. Chimenti is an employee of Integrated Wealth Concepts LLC. The advisor has gained experience at Linsco/Private Ledger Corp, Lincoln Financial Advisors Corporation, Lpl Financial LLC and Integrated Wealth Concepts LLC. Chimenti has a Series 63 license, designating them as a securities representative, and is able to advise clients in New Hampshire. Integrated Wealth Concepts LLC is a company operating out of Waltham, MA. The investment advisory business has offices in 57 locations and a total of 178 people on staff. It manages $8 billion in assets under management between its 17,089 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 24 charities and foundations. Of its 17,089 customer accounts, 37% are associated with high-net-worth investors who have more than $1 million in assets. Integrated Wealth Concepts LLC performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically depend on the type of financial services offered. However, fees billed by Integrated Wealth Concepts LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$7,465,967,800
178
17,089
$436,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Judith Chimenti Work History
Judith has been registered as a financial advisor for 7 years.*
Lpl Financial LLC
Integrated Wealth Concepts LLC
Lincoln Financial Advisors Corporation
Linsco/Private Ledger Corp
*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 Judith Chimenti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Waltham, MA
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Rockland, MA
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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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