INTERGY PRIVATE WEALTH, LLC

13 S. Tejon St.
Suite 400
Colorado Springs, Colorado 80903
Tel: 719-413-8820

About INTERGY PRIVATE WEALTH, LLC

INTERGY PRIVATE WEALTH, LLC, formally registered with the SEC as INTERGY PRIVATE WEALTH, LLC. The firm was established in 09/17/2021. They have over 1 offices throughout the country.

INTERGY PRIVATE WEALTH, LLC is a Colorado Springs, Colorado based Financial Planning firm with nearly $390,604,147 assets under management, offering retirement planning & investment advisory services to 1956 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315698
SEC#	801-122324
Assets Managed by Firm	$390,604,147
No. of Clients	1956
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1956	$390,604,147
Individuals (other than high net worth individuals)	437	$203,834,877
High net worth individuals	94	$185,930,224
Charitable organizations	1	$545,970
Corporations or other businesses	3	$293,076

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