Iht Wealth Management LLC
123 N. Wacker Dr. Suite 2300
Chicago, IL 60606
No. advisers: 153
|Financial planning clients||101-250|
|High-net-worth client assets||Up to 50%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
April 24, 2018 - Ric Kellogg, who managed $123 million in assets at Merrill Lynch in Dallas, Texas, has joined IHT Wealth Management in Southlake, Texas, and affiliated with LPL Financial as his broker-dealer. Mr. Kellogg joined Merrill Lynch in 2005 from AXA Advisors....
December 21, 2016 - Chicago-based IHT Wealth Management is buying a $700 million advisory firm in Massachusetts in the first of several deals it's negotiating as more advisory firms seek to team up with each other to be more competitive. IHT Wealth Management is buying Braintree,...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.