Integrated Advisors Network is an investment advisor in Palos Verdes Estates with $3.43 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
465754053
SEC advisor number
801-96203
FINRA CRD number
171991
AUM ?
$4.21 bn
(as of 18 Sep 24)
Accounts
11,998
(as of 18 Sep 24)
Employees
90
(82 investment advisory or research)
Address
Integrated Advisors Network
75 MAGALA COVE PLAZA
BOX 6
PALOS VERDES ESTATES
CA 90274
75 MAGALA COVE PLAZA
BOX 6
PALOS VERDES ESTATES
CA 90274
Phone
855-729-4222
Brochures
- Integrated Advisors Network - Adv Part 2A Brochure (31 Mar 23)
- Mosaic Financial Advisors (31 Mar 23)
- Vineyard Global Advisors Wrap (31 Mar 23)
- Vineyard Wealth Advisors (31 Mar 23)
- Vineyard Global Advisors (31 Mar 23)
- Long Course Capital - Form Adv Part 2 (31 Mar 23)
- Echelon Investment Management - Form Adv Part 2 (31 Mar 23)
- Miller Pacific - Form Adv Part 2A/2B (31 Mar 23)
- Open Network Financial Consulting - Form Adv Part 2A (31 Mar 23)
- Abundantia Capital Corp Adv 2A (31 Mar 23)
- Yorkshire Wealth Management, LLC Adv Part 2A (31 Mar 23)
- Ely Prudent Portfolios, LLC (31 Mar 23)
- Menlo Oaks Capital Adv 2A (31 Mar 23)
- Andersen Capital Management, LLC (31 Mar 23)
- Sztrom Wealth Management, LLC (31 Mar 23)
- Burns-blackburn Group, LLC (31 Mar 23)
- Capital City Financial Partners, LLC (31 Mar 23)
- Shields Capital Advisors (31 Mar 23)
- Archer Bay Capital, LLC (31 Mar 23)
- Zimmerman Wealth Advisory Group, LLC (31 Mar 23)
- B&B Strategic Partners (31 Mar 23)
- Candid Financial Wrap (31 Mar 23)
- Candid Financial (31 Mar 23)
- Militello Wealth Management, LLC (31 Mar 23)
- Redefine Wealth Management, LLC Adv 2A (31 Mar 23)
- Lienart Family Asset Management Adv 2A (31 Mar 23)
- Lienart Family Asset Management Wrap (31 Mar 23)
- Sand Creek Investment Partners, Inc. Adv Part 2 (31 Mar 23)
- Auctum Wealth Management, LLC Wrap Fee Brochure (31 Mar 23)
- Auctum Wealth Management, LLC Adv Part 2A (31 Mar 23)
- Evoque Investments, Inc. Adv 2A (31 Mar 23)
- Sawyer Capital Investment Advisors Part 2A (31 Mar 23)
- Nspire Wealth (31 Mar 23)
- MDK Private Wealth Management (31 Mar 23)
- All Source Adv Part 2A (31 Mar 23)
- Select Wealth Advisers (31 Mar 23)
- Sf-ian (31 Mar 23)
- Copper Crest Advisors, LLC (31 Mar 23)
- JC Investment Management (31 Mar 23)
- Lattice Wealth Management Group, Inc. (31 Mar 23)
- Longview Investment Advisors (31 Mar 23)
- Apex Quantitative Group (31 Mar 23)
- Integrated Advisors Network - Wrap Brochure (31 Mar 23)
- Financial Foundations Inc (31 Mar 23)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Oct 24
13F-HR
Quarterly holdings report by institutional manager
9 Aug 24
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
26 Feb 24
13F-HR
Quarterly holdings report by institutional manager
16 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22