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Craig Eaton

Integrated Wealth Concepts LLC

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About Craig Eaton

Craig Eaton is a Certified Public Accountant and Investment Advisor Representative at Integrated Wealth Concepts LLC. Craig has been in the financial industry since 1998. Craig is registered to provide investment advice in Massachusetts. Craig also works for Granite Peak Associates, Inc. as a Certified Public Accountant. Integrated Wealth Concepts LLC is a financial advisory firm with offices in Waltham, MA. The firm provides financial planning, selection of other advisers, and portfolio management for individuals.

Firm Information

Craig Eaton is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Eaton’s Registration & Firm History

MA

03/29/2023 - Present

Integrated Wealth Concepts LLC (NORTH ANDOVER MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Eaton.
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