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
- HNWI67.96%
- Individuals28.84%
- Corporations / Businesses1.66%
- Pension & Profit Sharing Plans1.06%
- Charitable Organizations0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Integrated Partners is an independent registered investment adviser organized as an LLC and registered with the SEC since 2016. The firm serves individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational workshops. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. Integrated Partners reports an active ESG investing stance and does not present itself as a capital allocator; ownership is a mix of domestic entity and individual owners. The firm has attracted third-party recognition, including repeated inclusion in Citywire’s 50 Growers Across America list (2020, 2021, 2025) and placement on Barron’s Top 100 RIA list (2023 and 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 25
David Choi
Chief Client OfficerCRD 5473837
Diego Bello
Independent ContractorCRD 7337651
Ann Swartz
Chief Compliance OfficerCRD 2014737
Contacts
3 of 449
Shelly Schell
Partner & Financial StrategistCRD 3031239
Bradley Stewart
DirectorCRD 6320794
Amy Shroff
Partner & Financial StrategistCRD 4037735
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,291Active vs passive
$18.3B in ETFs
64%
$11.8B
29%
$6.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) | BNY Mellon | Passive | Large Blend | $699M | 4,874,815 | 3.82% |
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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