13 S. Tejon St.
Suite 400
Colorado Springs, Colorado 80903
Tel: 719-413-8820
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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