Overview
Assets Under Management: $248 million
Headquarters: KENNESAW, GA
High-Net-Worth Clients: 66
Average Client Assets: $3.4 million
Frequently Asked Questions
INTEGER WEALTH ADVISORS GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136621), INTEGER WEALTH ADVISORS GROUP, LLC is subject to fiduciary duty under federal law.
INTEGER WEALTH ADVISORS GROUP, LLC is headquartered in KENNESAW, GA.
INTEGER WEALTH ADVISORS GROUP, LLC serves 66 high-net-worth clients according to their SEC filing dated January 31, 2018. View client details ↓
According to their SEC Form ADV, INTEGER WEALTH ADVISORS GROUP, LLC offers portfolio management for individuals. View all service details ↓
INTEGER WEALTH ADVISORS GROUP, LLC manages $248 million in client assets according to their SEC filing dated January 31, 2018.
According to their SEC Form ADV, INTEGER WEALTH ADVISORS GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.78%
Average Client Assets: $3.4 million
Total Client Accounts: 238
Discretionary Accounts: 217
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 136621
Filing ID: 1151792
Last Filing Date: 2018-01-31 13:42:00