Overview
Assets Under Management: $209 million
Headquarters: BRADENTON, FL
High-Net-Worth Clients: 54
Average Client Assets: $1.9 million
Frequently Asked Questions
INTEGRA CAPITAL ADVISORS 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 #108976), INTEGRA CAPITAL ADVISORS is subject to fiduciary duty under federal law.
INTEGRA CAPITAL ADVISORS is headquartered in BRADENTON, FL.
INTEGRA CAPITAL ADVISORS serves 54 high-net-worth clients according to their SEC filing dated August 16, 2018. View client details ↓
According to their SEC Form ADV, INTEGRA CAPITAL ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
INTEGRA CAPITAL ADVISORS manages $209 million in client assets according to their SEC filing dated August 16, 2018.
According to their SEC Form ADV, INTEGRA CAPITAL ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.84%
Average Client Assets: $1.9 million
Total Client Accounts: 244
Discretionary Accounts: 241
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 108976
Filing ID: 1235073
Last Filing Date: 2018-08-16 11:12:00