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| Integras Partners LLC
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|
|---|---|
| CRD # | 172979 |
| SEC # | 801-80657 |
| CIK # | |
| AUM | $201.9 MM (2024-05-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 404-941-2800 |
| Address | 3180 North Point Parkway Alpharetta, GA 30005 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 46.6 |
| (b) Individuals (high net worth individuals) | 71 | 155.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 801 | 201.9 |
| By Discretionary | ||
| Discretionary | 801 | 201.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 801 | 201.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.9 | |
| Total | 801 | 201.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Roosevelt Capital Management LLC
✚
|
TX | 0.2 |
|
Sutterfield Financial Group Inc
✚
|
OK | 0.2 |
|
Universal Financial Advisors LLC
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|
MO | 0.2 |
|
Pinnacle Wealth Advisors Inc
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|
OR | 0.2 |
|
Magnolia Capital Management Ltd
✚
|
NY | 0.2 |
|
Signature Financial Services Ltd
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|
IL | 0.2 |
|
Austerra Wealth Management LLC
✚
|
TX | 0.2 |
|
Pinnacle West Asset Management Inc
✚
|
WY | 0.2 |
|
Retirementadvice JKA
✚
|
CA | 0.2 |
|
Unison Asset Management LLC
✚
|
FL | 0.2 |