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 began reporting to the SEC in 2015 and operates as a limited liability company. The firm serves both individual and family clients and institutional clients and acts as a capital allocator that engages third‑party managers. Its advisory services span financial planning, discretionary portfolio management for individuals, businesses and pooled vehicles, manager selection, and investor education through seminars and workshops. Compensation includes traditional percentage‑of‑AUM fees as well as hourly, fixed and performance‑based arrangements. The firm identifies as an active ESG investor and was named among the Financial Times’ Top 300 RIA Firms in 2020.