Integrated Advisors Network LLC
Integrated Advisors Network LLC (CRD# 171991) is a financial advisory firm headquartered in Dallas, TX. They manage $4,214,775,861 in 11,998 accounts and serve the financial needs of clients across 36 states (or territories).
-
Total Assets Under Management4,215MILLION
-
Total Number of Accounts11,998ACCOUNTS
-
Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
Donald Sawyer (CRD# 4723550) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Denver, CO and has over 20 years of experience in the finance industry.
Douglas Shultz (CRD# 5926913) is an Investment Advisor Representative working at Integrated Advisors Network LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Thomas Smith (CRD# 6845875) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Columbia, SC and has over 6 years of experience in the finance industry.
Hugh Stout (CRD# 5658255) is an Investment Advisor Representative working at Integrated Advisors Network LLC in McGregor, TX and has over 14 years of experience in the finance industry.
David Sztrom (CRD# 5978581) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 8 years of experience in the finance industry.
Michael Sztrom (CRD# 3042821) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 25 years of experience in the finance industry.
James Tindall (CRD# 1214026) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 40 years of experience in the finance industry.
Patrick White (CRD# 728603) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Menlo Park, CA and has over 40 years of experience in the finance industry.
Charles Woodward (CRD# 722200) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Sausalito, CA and has over 42 years of experience in the finance industry.
William Yocius (CRD# 4741695) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Fox River Grove, IL and has over 20 years of experience in the finance industry.