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 $286,422,625 assets under management, offering retirement planning & investment advisory services to 1950 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315698
SEC#	801-122324
Assets Managed by Firm	$286,422,625
No. of Clients	1950
No. of Advisors	8

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1950	$286,422,625
Individuals (other than high net worth individuals)	421	$101,759,439
High net worth individuals	101	$184,663,186

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