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Home > Retirement Planners > colorado > greenwood village > INTEGRA FINANCIAL, INC.
INTEGRA FINANCIAL, INC.
5105 Dtc Parkway Suite 316
Greenwood Village, Colorado 80111
Tel: 303-220-5525
About INTEGRA FINANCIAL, INC.
INTEGRA FINANCIAL, INC, formally registered with the SEC as INTEGRA FINANCIAL, INC. The firm was established in 11/02/2022. They have over 2 offices throughout the country.
INTEGRA FINANCIAL, INC. is a Greenwood Village, Colorado based Financial Planning firm with nearly $123,074,843 assets under management, offering retirement planning & investment advisory services to 430 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113422 |
| SEC# | 801-126823 |
| Assets Managed by Firm | $123,074,843 |
| No. of Clients | 430 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 430 | $123,074,843 |
| Individuals (other than high net worth individuals) | 140 | $36,039,714 |
| High net worth individuals | 32 | $82,693,102 |
| Pension and profit sharing plans | 8 | $3,865,557 |
| Charitable organizations | 2 | $448,314 |
| Corporations or other businesses | 1 | $28,156 |
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