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INTEGRATED RETIREMENT ADVISORS, LLC
CRD 300013
515 N FLAGLER DRIVE, SUITE 350, WEST PALM BEACH, FL, 33401, United States
Phone
561-889-0550
Fax
203-266-1315
Registration
— (—)
Source
State registered
Total AUM
$17.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.2M |
| High net worth individuals | 5 | $11.1M |
| Pension/profit sharing plans | 3 | $2.8M |
| Charitable organizations | 3 | $1.6M |
| Corporations/business entities | 1 | $329K |
All web addresses on file
Official SEC filing: View on IAPD