Overview
Assets Under Management: $232 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 584
Discretionary Accounts: 584
Regulatory Filings
CRD Number: 172979
Last Filing Date: 2025-02-19 00:00:00
Website: https://integraspartners.com