Integrated Partners
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 284656
- Registered since
- July 25, 2016
- Website
- integrated-partners.com
- Custodians
- LPL FINANCIAL LLC, NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.12%
- Individuals27.55%
- Corporations / Businesses1.61%
- Pension & Profit Sharing Plans1.16%
- Charitable Organizations0.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Integrated Partners operates as an independent registered investment adviser organized as an LLC and registered with the SEC since 2016. The firm serves both individual and family clients as well as institutional accounts, offering a mix of fee arrangements that include percentage-of-AUM billing, hourly charges, and fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and client-facing educational seminars and workshops. The firm reports being an active ESG investor. Integrated Partners has been recognized in industry lists over recent years, appearing in Citywire’s "50 Growers Across America" (2020, 2021, 2025) and in Barron’s "Top 100 RIA Firms" (2023, 2025).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities18%
- Cash & Cash Equivalents8%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 26
David Choi
Chief Client OfficerCRD 5473837
Diego Bello
Independent ContractorCRD 7337651
Ann Swartz
Chief Compliance OfficerCRD 2014737
Contacts
3 of 439
Shelly Schell
PartnerCRD 3031239
Bradley Stewart
DirectorCRD 6320794
Amy Shroff
PartnerCRD 4037735
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,189Active vs passive
$10.8B in ETFs
65%
$7B
30%
$3.8B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) | BNY Mellon | Passive | Large Blend | $361M | 2,889,746 | 3.33% |
Location
Waltham, MA
Middlesex
Location
Waltham, MA
Headquartered in Waltham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 200 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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