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Building 2INTEGRA GLOBAL ADVISORS LLC

Map pinSTAMFORD, CT
Phone(203) 266-3942
NotebookSEC #801-110720
Total AUM
$684.1M
Employees
11
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
281 TRESSER BOULEVARD - SUITE 401
STAMFORD
CT 06901
United States
Operating Hours
9AM-6PM
Monday - Friday
Phone
(203) 266-3942

ReceiptFinancials

Total AUM
$684.1M
Accounts
56
Discretionary
$535.2M
Accounts
53
Non-Discretionary
$148.9M
Accounts
3

ContactClients

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Individual Clients
6
AUM
$3.4M
HNW Individual Clients
38
AUM
$449.3M
Pooled Vehicle Clients
4
AUM
$30.1M
Pension/Profit Sharing Plan Clients
1
AUM
$151.6M
Charitable Organization Clients
1
AUM
$27.5M
Corporation or Business Clients
4
AUM
$22.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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