Provided by Convergence Inc.
Institutional intelligence for the asset management industry

INTEGRATED ADVISORS NETWORK LLC

Business and Investment Profile

The INTEGRATED ADVISORS NETWORK LLC is a privately held investment adviser that advises $5.56Bn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. INTEGRATED ADVISORS NETWORK LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 104.38% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 11.93 years and is comprised of 1 filing and 0 relying advisers. They operate out of 42 office locations with their Headquarters at 4514 COLE AVE SUITE 600, DALLAS, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 87 employees comprised of 81 investment and 6 non-investment staff. The total number of Employees increased by 2.35% over the last 5-years.

Asset Profile

Their $5.56Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 249 other accounts. Assets of High Net Worth Individuals clients own $3.11Bn or 55.92% of Total Assets and Individuals own $2.33Bn or 41.98% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees, management fees and performance-based fees.

Sub-Advisers

INTEGRATED ADVISORS NETWORK LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: INTEGRATED ADVISORS NETWORK LLC

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Integrated Advisors Network, Integrated, Network
Generated 2026-09-12T06:48:18.1176279.  © 2026 Convergence.