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Personally Branded Practice

•  Providing the advantages
   of ownership without the
•  Solutions & services to
   suit any business model
•  Marketing & legal
   documents branded to the
   advisors dba
•  Independently branded
   Form ADV Part 2
•  Advisor maintains
   complete control of client

Transition Support

•  Licensing & registration
•  Dedicated transition
•  Training & education
•  Support for data
   migration, pre-populated
   account transfer
   paperwork & related
   shipping costs
•  Assistance with
   marketing, branding &
   client communications

Back Office Support

•  Administrative support
•  Access to wealth
   management platforms,
   including third-party
•  Client fee billing
•  Customizable &
   consolidated reporting
•  Trading support, advanced
   research & client
   management software

Full Compliance Support

•  Form ADV creation &
   ongoing maintenance
•  Provision of legal
•  Establishment,
   supervision and upkeep of
   appropriate & adequate
   compliance program
•  Access to experienced
   CCO & compliance
•  Insurance services
   including cybersecurity

Turnkey Technology

•  Simplified, cloud based
•  Electronic filing system
•  Contact management
•  Financial planning
•  Portfolio management
•  Risk management
•  Video & teleconferencing
•  Email retention &
•  Secured data backed-up
   with antivirus software
•  MS Office, Outlook, Citrix
   XenApp licenses
•  Disaster recovery
•  Dedicated IT support 24/7

Custody & Clearing Services

•  Leverage Integrated
   Advisors Network’s
   preferred custodial pricing
•  Access to industry leading
   proprietary technology
•  Dedicated institutional
   trading desk
•  Dedicated
   specialists & ongoing
   service team



Real Independence

In Essence, Integrated replicates the advantages of Advisors setting up their own firm without the cost. Read More

Complete/Flexible Platform

We have an open architecture platform that allows advisors to choose their own investments, strategies and service providers. Read More

Firm But Fair Compliance

Through affiliation with our sister firm, Compliance Works Inc., we provide an experienced, comprehensive, and proactive in-house compliance department. Read More

Transition Expertise

We will help you every step of the way starting with coaching you through the entire process to minimize client interruptions and smooth the transition process. Read More



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75 Malaga Cove Plaza, Suite 5
Palos Verdes Estates, CA 90274

Investment Advisory Services are offered through Integrated Advisors Network, LLC.
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