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|
| Keyboard |
| Integra Financial Inc
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|---|---|
| CRD # | 113422 |
| SEC # | 801-126823 |
| CIK # | |
| AUM | 123.4 M (2026-03-05) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 303-220-5525 |
| Address | 5105 Dtc Parkway Suite 316 Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 22.1 |
| (b) Individuals (high net worth individuals) | 30 | 98.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 258 | 123.4 |
| By Discretionary | ||
| Discretionary | 258 | 123.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 258 | 123.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.4 | |
| Total | 258 | 123.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
TQM Wealth Partners LLC
✚
|
MA | 123.7 M |
|
Greenleaf Financial Network LLC
✚
|
123.7 M | |
|
Cosey Financial Services Inc
✚
|
TN | 123.7 M |
|
Fitzwilliams Wealth Management Inc
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|
Daly Investment Management LLC
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IL | 123.5 M |
|
Ideal Retirement Solutions LLC
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|
FL | 123.5 M |
|
Zuckerman Capital Management LLC
✚
|
CA | 123.5 M |
|
Gallagher Wealth Management Inc
✚
|
CA | 123.5 M |
|
Dewitt Investment Research & Management Inc
✚
|
PA | 123.2 M |
|
Lang & Becker Inc
✚
|
MO | 123.2 M |