Investment adviser · CRD 171991
INTEGRATED ADVISORS NETWORK LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $5.52B Form ADV · Item 5.F
- Client accounts
- 12,957 Accounts, not individual clients
- Employees
- 86 Reported in this filing
- Advisory professionals
- 80 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 652 | $3,109,548,336 | 56.3% |
| Individuals | 6,711 | $2,334,644,817 | 42.3% |
| Corporations & businesses | 153 | $54,622,320 | 1.0% |
| Charities | 63 | $17,246,273 | 0.3% |
| Retirement plans | 33 | $6,500,097 | 0.1% |
Filing source
Form ADV 2134245 · Sep 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WEATHER MARK STRATEGIC LONG SHORT LLCHedge Fund · Last reported Sep 23, 2026$20.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-8391424909
- Reported beneficial owners
- 1
- Minimum commitment
- $500K
- Form D file number
- 021-22928
Form ADV 2134245 · Sep 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PROTEUS SERIES FEEDER FUND I, LLC - INTEGRATED OPPORTUNITIES FUNDOther Private Fund · Last reported Sep 23, 2026$17.9MGross asset value
Form D fundraising filings
Proteus Series Feeder Fund I, LLC - Integrated Opportunities Fund I
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KATZ SAPPER & MILLER
PCAOB 2804
CIBC BANK USA
LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-9647762703
- Reported beneficial owners
- 20
- Minimum commitment
- $250K
- Form D file number
- 021-507838
Form ADV 2134245 · Sep 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
8150 N CENTRAL EXPRESSWAY, SUITE 1255DALLAS, TX, 75206, United States
CRD 171991
Filing source
Form ADV 2134245 · Sep 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.