Amanda Jean Klug

Integrated Advisors Network LLC

8 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning

Integrated Advisors Network LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

84 advisors

Number of Clients

7,433 clients

Average Client Portfolio

$617K average

Assets Under Management

$4.6B

Fee Structure

Minimum Investment:$50K

Location

Kirkland, WA

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History

Regulatory 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.

Employment History

Current Registrations

Integrated Advisors Network LLC

July 2019 - Present · 6 yrs 7 mos

Previous Registrations

Katz Family Financial Advisors, LLC

November 2017 - August 2019 · 1 yr 9 mos

State Registrations3 states

CATXWA

Advisor

Exams

No exam information available for this advisor.