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Audra Mallow

22 Years of Experience
Los Angeles, CA
3 Disclosures

Audra Mallow is a registered investment advisor at Integrated Advisors Network LLC, based in Los Angeles, CA, with 22 years of industry experience. Audra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
7,612 clients
Average Client Portfolio
$726K average
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.95%

Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2121 Avenue of the Stars, Suite 1400, Los Angeles, CA, 90067

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2014
Customer Dispute
February 2012
Denied
Customer Dispute
June 2009
Settled
Other Business Activities

Audra is a trustee for the College of William & Mary Foundation Board since 2012, guiding policies and fundraising, and president of the University of Chicago Booth School of Business LA Alumni Board since 2007, maintaining the alumni network. These activities require minimal time.

Employment History
Current Registrations
Integrated Advisors Network LLC
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Miracle Mile Advisors, LLC
October 2015 - April 2016 · 6 mos
Barclays Capital INC.
November 2011 - May 2014 · 2 yrs 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2011 · 2 yrs 5 mos
Morgan Stanley & CO. Incorporated
May 2002 - June 2009 · 7 yrs 1 mo
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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