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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Integrated Advisors Network have?","answer":"Integrated Advisors Network has 82 investment adviser representatives registered with state securities authorities, out of 86 employees, and 80 perform investment advisory functions. 13 employees are registered representatives of a broker-dealer and 22 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Integrated Advisors Network invest in?","answer":"At the end of its last fiscal year, Integrated Advisors Network’s separately managed accounts held 62% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 8% pooled vehicles (private funds and similar), 8% cash and equivalents, 5% other, 2% U.S. government and agency bonds, 2% state and local bonds and 1% investment grade corporate bonds. 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