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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001902826] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Collegiate Capital Management Inc
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|
NC | 0.5 |
Prestige Wealth Management Group LLC
✚
|
NJ | 0.5 |
Eagle Wealth Strategies LLC
✚
|
NJ | 0.5 |
CPA Asset Management Group LLC
✚
|
FL | 0.5 |
East End Financial Group Inc
✚
|
NY | 0.5 |
Chelsea Counsel Company
✚
|
CA | 0.5 |
SkyOak Wealth LLC
✚
|
MI | 0.5 |
Fonville Wealth Management LLC
✚
|
VA | 0.5 |
Rootstock Investment Management LLC
✚
|
PA | 0.5 |
Shankervalleau Wealth Advisors Inc
✚
|
IL | 0.5 |