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| Happy Holidays!! thanks for using AUM13F!! |
| Integrated Advisors Network LLC
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| CRD # | 171991 |
| SEC # | 801-96203 |
| CIK # | 0001660177 |
| AUM | $4.6 B (2025-03-31) |
| Employees | 88 (94% Investors, 14% Brokers) |
| Phone | 855-729-4222 |
| Address | 8117 Preston Rd Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Blackstone Group LP | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Proteus Series Feeder Fund I LLC - Integrated Opportunities Fund | [2025-03-31] | 12.3 | 12.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,552 | 1.8 |
| (b) Individuals (high net worth individuals) | 622 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 0.0 |
| (h) Charitable organizations | 43 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 188 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 12,619 | 4.6 |
| By Discretionary | ||
| Discretionary | 12,094 | 4.3 |
| Non-Discretionary | 525 | 0.3 |
| Total | 12,619 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 12,619 | 4.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jason Brown | 109 | ||
| Eric Knauss | 78 | ||
| Ryan Laughon | 50 | ||
| Anya Janeway | 43 | ||
| Moll Herendeen | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001660177] |
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