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| Integral Investment Advisors Inc
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|
|
|---|---|
| CRD # | 146569 |
| SEC # | 801-69114 |
| CIK # | 0001902826 |
| AUM | $497.1 MM (2024-08-13) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 209-633-3101 |
| Address | 605 E Main Street Turlock, CA 95380 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 8.5 | |
| MSFT | 1,918,222.4 | 4.3 | |
| GOOGL | 1,475,138.5 | 3.5 | |
| NVDA | 399,550.0 | 3.0 | |
| JPM | 340,169.2 | 2.7 | |
| PG | 338,108.9 | 2.6 | |
| JNJ | 465,600.2 | 2.4 | |
| COST | 207,576.9 | 2.1 | |
| CVX | 294,604.1 | 2.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 74.6 |
| (b) Individuals (high net worth individuals) | 143 | 410.7 |
| (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 | 9 | 5.2 |
| (h) Charitable organizations | 0 | 2.3 |
| (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 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 913 | 497.1 |
| By Discretionary | ||
| Discretionary | 853 | 447.5 |
| Non-Discretionary | 60 | 49.6 |
| Total | 913 | 497.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 497.1 | |
| Total | 913 | 497.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001902826] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Collegiate Capital Management Inc
✚
|
NC | 0.5 |
|
Prestige Wealth Management Group LLC
✚
|
NJ | 0.5 |
|
Eagle Wealth Strategies LLC
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|
NJ | 0.5 |
|
CPA Asset Management Group LLC
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|
FL | 0.5 |
|
East End Financial Group Inc
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|
NY | 0.5 |
|
Chelsea Counsel Company
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|
CA | 0.5 |
|
SkyOak Wealth LLC
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|
MI | 0.5 |
|
Fonville Wealth Management LLC
✚
|
VA | 0.5 |
|
Rootstock Investment Management LLC
✚
|
PA | 0.5 |
|
Shankervalleau Wealth Advisors Inc
✚
|
IL | 0.5 |