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INTEGRATED ADVISORS NETWORK LLC
DALLAS, TX
855-729-4222
SEC #801-96203Total AUM
$5.5B
Employees
87Clients
7,612Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4514 COLE AVE
SUITE 600
DALLAS
TX 75205
United States
SUITE 600
DALLAS
TX 75205
United States
Operating Hours
CALL FOR APPT.
Monday - Friday
Monday - Friday
Phone
855-729-4222
Other Offices
47
Financials
Total AUM
$5.5B
Accounts
12,957Discretionary
$5.3B
Accounts
12,420Non-Discretionary
$235.7M
Accounts
537
Clients
Individual Clients
6,711AUM
$2.3B
HNW Individual Clients
652AUM
$3.1B
Pension/Profit Sharing Plan Clients
33AUM
$6.5M
Charitable Organization Clients
63AUM
$17.2M
Corporation or Business Clients
153AUM
$54.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/Suspension
State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.