AN
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
84 advisors
Number of Clients
7,433 clients
Average Client Portfolio
$617K average
Assets Under Management
$4.6B
Fee Structure
Integrated is a fee-only firm. Fees are based on a percentage of assets under management, hourly charges, fixed fees, or performance fees, depending on the service selected. Final advisory fee structures are documented within the client’s written agreement.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
40 Philadelphia Dr, #101, Chico, CA, 95973
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Integrated Advisors Network LLC
July 2017 - Present · 8 yrs 6 mos
Previous Registrations
Ely Prudent Portfolios, LLC
June 2007 - December 2017 · 10 yrs 6 mos
Prudent Investor Advisors, LLC
June 2006 - May 2007 · 11 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.