Overview
Assets Under Management: $536 million
Headquarters: TURLOCK, CA
High-Net-Worth Clients: 138
Average Client Assets: $3 million
Frequently Asked Questions
INTEGRAL INVESTMENT ADVISORS, 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 #146569), INTEGRAL INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
INTEGRAL INVESTMENT ADVISORS, INC. is headquartered in TURLOCK, CA.
INTEGRAL INVESTMENT ADVISORS, INC. serves 138 high-net-worth clients according to their SEC filing dated January 08, 2025. View client details ↓
According to their SEC Form ADV, INTEGRAL INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
INTEGRAL INVESTMENT ADVISORS, INC. manages $536 million in client assets according to their SEC filing dated January 08, 2025.
According to their SEC Form ADV, INTEGRAL INVESTMENT ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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