INTEGRA GLOBAL ADVISORS LLC

281 Tresser Boulevard - Suite 401
Stamford, Connecticut 06901
Tel: (203) 266-3942

About INTEGRA GLOBAL ADVISORS LLC

INTEGRA GLOBAL ADVISORS LLC, formally registered with the SEC as INTEGRA GLOBAL ADVISORS LLC. The firm was established in 06/26/2017. They have over 1 offices throughout the country.

INTEGRA GLOBAL ADVISORS LLC is a Stamford, Connecticut based Financial Planning firm with nearly $417,761,940 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288511
SEC#	801-110720
Assets Managed by Firm	$417,761,940
No. of Clients	28
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	28	$417,761,940
High net worth individuals	19	$208,250,791
Pension and profit sharing plans	1	$135,331,629
Charitable organizations	1	$30,076,540

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