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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- PeakInsight +more
- Established Date
- 06-29-2016
- Office Locations
- 1
Office Locations
About Integrated Advisors
Integrated Advisors Network partners with independent investment advisors, providing customizable back-office support across custody, compliance, and technology so advisors can focus on growth and client service. The firm offers practice resources and enterprise-level vendor access through its proprietary Alliance Program (member library) and supports advisors working with custodians such as Schwab. Public profile data indicates an ETF-oriented allocation.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TERRY GENE HERSHEY
Chief Compliance Officer, Consultant, Managing Member
- CRD
- #3097903
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $49,000,000 | -- |
| Total | $49,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,448,083,537 | 38.1% |
| Other | $1,505,094,700 | 39.6% |
| Cash | $847,565,955 | 22.3% |
| Total | $3,800,744,192 | 100.0% |