Integrated Advisors Network LLC

RIASEC Registered
Total AUM
$5.5B
Discretionary
$5.3B
96% of AUM
Avg account
$426K
Accounts
12,957
Employees
86
Advisory reps
83

Firm details

Headquarters
Dallas, Texas
CRD number
171991
Registered since
May 11, 2015
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 organized as an LLC and registered with the SEC in 2015. The firm serves both individual and family clients as well as institutional investors and functions as a capital allocator, blending discretionary portfolio management, financial planning, and selection of third‑party managers. Its fee model is flexible and includes percentage‑of‑AUM fees alongside hourly, fixed, and performance‑based arrangements. Service offerings extend to portfolio management for individuals, small businesses and pooled vehicles, selection of other advisers, and educational seminars and workshops. The firm reports being an active ESG investor and was named among the Financial Times’ Top 300 RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 12%, Private Funds 8%, Cash & Cash Equivalents 8%, Other 5%, US Government Bonds 2%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds12%
  • Private Funds8%
  • Cash & Cash Equivalents8%
  • Other5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 387

Active vs passive

$1.4B in ETFs

Passive

82%

$1.1B

Active

14%

$249M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$125M163,1398.95%

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
8150 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth