IHT Wealth Management Email Formats
Financial Services • 
Chicago, Illinois, United States • 51-100 Employees
IHT Wealth Management Email Formats
IHT Wealth Management uses 3 email formats. The most common is {first name} (e.g., john@secureserver.net), used 81% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@secureserver.net | 81% |
{last name} | doe@secureserver.net | 14.3% |
{first name}{last name} | johndoe@secureserver.net | 4.8% |
Key Contacts at IHT Wealth Management
Steven Dudash
Chief Executive Officer
Molly Rose Pasman
Director Of Business Development
Eric Hoffman
Managing Director, Private Wealth Advisor
Jeffrey Kocis
Senior Vice President / Managing Director
Company overview
| Headquarters | 123 N Wacker Dr, 2300, Chicago, Illinois 60606, US |
| Phone number | +18552952828 |
| Websites | |
| NAICS | 52 |
| Keywords | Financial Advising, Investment Advice, Risk Management, Trusts, Private Equity, Real Estate Investing, Structured Products, Retirement Planning, Wills, Insurance, Financial Planning, Alternative Investments, Estate Planning, Investment Management, Legacy Planning, Charitable Giving, Objective Investment Advice, Tailored Customized Portfolios, Esg Investing, Retirement Analysis, Tax Aware Investing, Multi-Generational Family Planning |
| Founded | 2014 |
| Employees | 51-100 |
| Socials |
About IHT Wealth Management
As a national wealth management firm, IHT Wealth Management bridges the experience that our clients seek with the future they desire. Based in Chicago, Illinois, IHT Wealth Management supports a team of 141 financial advisors with nationwide reach. In fact, our presence extends throughout 65 offices in 15 states. Overall, our approach concentrates on providing the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families. Our range of financial services include: • Financial Planning • Retirement Analysis • Investment Advice and Portfolio Management • Charitable Giving • ESG Investing • Insurance and Risk Management • Multi-Generational Family Planning • Legacy, Wills, Trusts, and Estates • Private Equity and Alternative Investments • Tax Aware Investing To create a financial plan for 2023, please contact IHT Wealth Management at https://www.ihtwealthmanagement.com/contact/. For financial advisors interested in joining our team, IHT Wealth Management is an independent hybrid-RIA. Because of this, our firm provides access to multiple custodians and broker-dealers. Notably, IHT Wealth Advisors fully own their practices and have the freedom to best serve their clients. Not only do IHT Wealth Advisors gain access to managed portfolios with customized, turnkey modeling, our firm supplies a fully staffed in-house transition team. With full compliance and regulatory oversight, IHT Wealth Advisors can focus on their practice while our staff delivers on the technology, marketing and administrative aspects. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org sipc.org). Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
IHT Wealth Management has 48 employees across 8 departments.
Departments
Number of employees
Funding Data
IHT Wealth Management has never raised funding before.
IHT Wealth Management Tech Stack
Discover the technologies and tools that power IHT Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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