Robert James Greulich

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2022 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA
• 07/2014 → Present
  Hoogstra Greulich Pc
  Montville, NJ

Other Businesses

1 - 07/2014: HOOGSTRA GREULICH PC - CPA - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 PER MONTH/160 PER SECURITIES TRADING HOURS 2 - 08/2018: GREULICH HOLDINGS LLC - OWNER - REAL ESTATE RENTAL - NON-INV RELATED - AT REPORTED LOCATION(S) - 8 HOURS PER WEEK/8 PER SECURITIES TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-27