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Building 2INTEGRA WEALTH

Map pinCHATTANOOGA, TN
Phone423-664-0344
NotebookSEC #801-136423
Total AUM
$116.5M
Employees
2
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 W. 21ST STREET
CHATTANOOGA
TN 37408
United States
Operating Hours
08:30 - 17:00
Monday - Friday
Phone
423-664-0344

ReceiptFinancials

Total AUM
$116.5M
Accounts
411
Discretionary
$97.8M
Accounts
398
Non-Discretionary
$18.7M
Accounts
13

ContactClients

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Individual Clients
154
AUM
$31.9M
HNW Individual Clients
29
AUM
$63.8M
Pension/Profit Sharing Plan Clients
13
AUM
$18.7M
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
1
AUM
$570.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GATN

HandshakeAffiliates

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

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