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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Integra Financial Inc
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|---|---|
| CRD # | 113422 |
| SEC # | 801-126823 |
| CIK # | |
| AUM | $157.4 M (2025-04-10) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 303-220-5525 |
| Address | 5105 Dtc Parkway Suite 316 Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 35.5 |
| (b) Individuals (high net worth individuals) | 47 | 110.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 9.7 |
| (h) Charitable organizations | 4 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 481 | 157.4 |
| By Discretionary | ||
| Discretionary | 481 | 157.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 481 | 157.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.4 | |
| Total | 481 | 157.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oceanside Advisors LLC
✚
|
SC | 0.2 |
|
Networth Advisors LLC
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|
PA | 0.2 |
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High Plains Investment Advisors Inc
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TX | 0.2 |
|
360 Financial Partners LLC
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SC | 0.2 |
|
Elysium Wealth Management LLC
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UT | 0.2 |
|
Davis Wealth Advisors LLC
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NH | 0.2 |
|
APS Management Group Inc
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|
CA | 0.2 |
|
Lesa Sroufe & Company Inc
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|
WA | 0.2 |
|
Downing Street Wealth Management LLC
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|
CO | 0.2 |
|
Littlejohn Financial Services Inc
✚
|
OR | 0.2 |