Overview
Assets Under Management: $536 million
Headquarters: TURLOCK, CA
High-Net-Worth Clients: 138
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 138
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.42
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 957
Discretionary Accounts: 903
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 146569
Last Filing Date: 2025-01-08 00:00:00
Website: https://integral-wealth.com