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Building 2INTEGRA FINANCIAL, INC.

Map pinGREENWOOD VILLAGE, CO
Phone303-220-5525
NotebookSEC #801-126823
Total AUM
$123.4M
Employees
5
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5105 DTC PARKWAY SUITE 316
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8:30 AM TO 4:30PM
BY APPOINTMENT
Phone
303-220-5525
Other Offices
4

ReceiptFinancials

Total AUM
$123.4M
Accounts
258
Discretionary
$123.4M
Accounts
258
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$22.1M
HNW Individual Clients
30
AUM
$98.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMINVTX

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

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