Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
24,115 clients
Average Client Portfolio
$629K average
Assets Under Management
$15.2B

Fee Structure

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ajay works as a CPA for Robert A Cooper CPA, PC, dedicating nearly full-time hours to this non-investment related activity.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
December 2021 - Present · 4 yrs 2 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.