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Integrated Advisors Network LLC

CRD# 171991SEC# 801-96203Dallas, TXSEC-registered since 2015
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Disciplinary & conflicts check complete

See whether Integrated Advisors Network LLC reports any disciplinary history, how it's paid beyond your fee, and who owns it.

Form ADV reviewedBrochure and Form CRS on fileDisciplinary history: in the report
Money managed
$5.5B
96% with full discretion
Clients
7,612
12,957 accounts
Fee
% of assets
How it charges
Disciplinary history
Checked
Results in the full report
Compiled from Form ADV Parts 1 & 2, Schedules A & B and Form CRS · SEC data as of Oct 2, 2026

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One-time price, no account. Everything about Integrated Advisors Network LLC, explained in plain English.

What you'll find out
Has Integrated Advisors Network LLC been disciplined?Disciplinary history from its Form ADV, explained
Who owns it?Every owner of 5% or more, and the companies behind them
How does it get paid?Your fee in dollars, plus commissions, referral payments and other conflicts
How does it invest, and for whom?Strategy, clients and asset mix, from its brochure and Form ADV
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What the brochure says

Strategy, fees, ownership and conflicts from the firm's own filings, in plain English.

AI summary
Read the firm's fine print

Strategy, fees, ownership and conflicts, explained.

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Who owns the company

Everyone who owns 5% or more, the companies behind them, and who controls day-to-day decisions.

See who owns the company

Every owner of 5% or more, the companies behind them, and who controls decisions.

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Form ADV Schedule A (direct owners) and Schedule B (indirect owners) · filed Sep 23, 2026The SEC reports ownership in ranges, not exact percentages.

Fees & what they'd cost you

How it charges: A percentage of assets under management; Hourly charges; Fixed fees; Performance-based fees.

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Its fee schedule from the brochure, run on your own numbers.

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Form ADV Part 2A, Item 5 · filed Sep 23, 2026Form ADV Item 5.E · as of Oct 2, 2026

Clients & investments

Who the firm works with, what it invests in, and the services it offers.

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Client types, asset mix and services from the firm's Form ADV.

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Conflicts of interest

Ways the firm can earn money beyond your fee, from its Form ADV answers.

See the conflicts check

How the firm can earn money beyond your fee, and what to ask about each.

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SEC Form ADV data file · data as of Oct 2, 2026

Official documents

Read the originals on the SEC's website.

  • Full Form ADVParts 1 and 2, including the ownership schedulesOpen PDF ↗
  • Form CRSThe firm's two-page client relationship summaryOpen PDF ↗
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  • Integrated Advisors Network - Adv Part 2a BrochureForm ADV Part 2A brochure · filed Mar 31, 2026Open PDF ↗
  • Financial Foundations INCForm ADV Part 2A brochure · filed Mar 31, 2026Open PDF ↗
  • SEC IAPD firm pageRegistrations, notice filings and historyOpen ↗
Firm record pulled Oct 26, 2026, 3:51 PM EDT · IAPD data compiled Sep 30, 2026

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Summaries are written by AI from the firm's official filings and may contain errors; each section links to its source. This page is for information only and is not investment advice or an endorsement or rating of the firm.