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 registered investment adviser that blends wealth-management services with third-party capital allocation. The firm serves individuals, families and institutional clients, and offers a mix of financial planning, portfolio management across individual and pooled vehicles, adviser selection and educational programming. Its fee arrangements include percentage-of-assets, hourly and fixed fees, and it also uses performance-based fees for some mandates. Integrated Advisors Network identifies as an active ESG investor and allocates to managers and strategies where environmental, social or governance factors are a consideration. Financial Times named the firm to its Top 300 RIA Firms list in 2020.