435 Washington Street
Suite A
Monterey, California 93940
Tel: 831-333-1717
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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