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Building 2INTERGY PRIVATE WEALTH, LLC

Map pinCOLORADO SPRINGS, CO
Phone719-413-8820
NotebookSEC #801-122324
Total AUM
$602.6M
Employees
8
Clients
590

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13 S. TEJON ST.
SUITE 400
COLORADO SPRINGS
CO 80903
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
719-413-8820

ReceiptFinancials

Total AUM
$602.6M
Accounts
2,298
Discretionary
$582.1M
Accounts
2,246
Non-Discretionary
$20.5M
Accounts
52

ContactClients

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Individual Clients
347
AUM
$115M
HNW Individual Clients
233
AUM
$483.3M
Pension/Profit Sharing Plan Clients
4
AUM
$1.9M
Charitable Organization Clients
3
AUM
$1.5M
Corporation or Business Clients
3
AUM
$975.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILKSKYLAMDNCNENHNYOHOKPATNTXUTVAWA

HandshakeAffiliates

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

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