Overview
Assets Under Management: $181 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Frequently Asked Questions
INTEGRA FINANCIAL, INC. 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 #113422), INTEGRA FINANCIAL, INC. is subject to fiduciary duty under federal law.
INTEGRA FINANCIAL, INC. is headquartered in GREENWOOD VILLAGE, CO.
INTEGRA FINANCIAL, INC. serves 41 high-net-worth clients according to their SEC filing dated December 17, 2025. View client details ↓
According to their SEC Form ADV, INTEGRA FINANCIAL, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
INTEGRA FINANCIAL, INC. manages $181 million in client assets according to their SEC filing dated December 17, 2025.
According to their SEC Form ADV, INTEGRA FINANCIAL, INC. 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.53
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 411
Discretionary Accounts: 411
Regulatory Filings
CRD Number: 113422
Filing ID: 2021734
Last Filing Date: 2025-12-17 07:42:12
Website: 3