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INTEGRIS WEALTH MANAGEMENT, LLC
435 Washington Street
Suite A
Monterey, California 93940
Tel: 831-333-1717
About INTEGRIS WEALTH MANAGEMENT, LLC
INTEGRIS WEALTH MANAGEMENT, LLC, formally registered with the SEC as INTEGRIS WEALTH MANAGEMENT, LLC. The firm was established in 03/13/2006. They have over 1 offices throughout the country.
INTEGRIS WEALTH MANAGEMENT, LLC is a Monterey, California based Financial Planning firm with nearly $573,919,009 assets under management, offering retirement planning & investment advisory services to 953 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111336 |
| SEC# | 801-66376 |
| Assets Managed by Firm | $573,919,009 |
| No. of Clients | 953 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 953 | $573,919,009 |
| Individuals (other than high net worth individuals) | 60 | $15,073,262 |
| High net worth individuals | 183 | $546,528,765 |
| Pension and profit sharing plans | 10 | $9,810,108 |
| Charitable organizations | 5 | $2,506,874 |
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