Integrated Advisors Network LLC

RIASEC RegisteredEst. 2015

Total AUM

$5.5B

Discretionary

$5.3B

96% of AUM

Avg account

$426K

Accounts

12,957

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 171991
Registered since: May 11, 2015
Website: integratedadvisorsnetwork.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI56.31%
Individuals42.27%
Corporations / Businesses0.99%
Charitable Organizations0.31%
Pension & Profit Sharing Plans0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Integrated Advisors Network LLC is an independent, SEC-registered registered investment adviser that acts as both a wealth manager and a capital allocator for individuals, families and institutional clients. The firm offers a range of fee arrangements — percentage of AUM, hourly, fixed-fee and performance-based — and provides financial planning, portfolio management for individuals, pooled vehicles and institutions, manager selection, and educational workshops. Integrated Advisors Network reports an active ESG investing posture and began SEC registration in 2015. The firm was named among the Financial Times’ Top 300 RIA Firms in 2020.