Overview
Assets Under Management: $467 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 4
Average Client Assets: $59 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.79
Average High-Net-Worth Client Assets: $59 million
Total Client Accounts: 2,117
Discretionary Accounts: 2,078
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 315698
Filing ID: 1939994
Last Filing Date: 2025-03-25 11:45:00
Website: https://intergywealth.com