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Building 2INTEGRIS WEALTH MANAGEMENT, LLC

Map pinMONTEREY, CA
Phone831-333-1717
NotebookSEC #801-66376
Total AUM
$812M
Employees
18
Clients
355

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
435 WASHINGTON STREET
SUITE A
MONTEREY
CA 93940
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
831-333-1717
Other Offices
1

ReceiptFinancials

Total AUM
$812M
Accounts
1,276
Discretionary
$800.8M
Accounts
1,249
Non-Discretionary
$11.2M
Accounts
27

ContactClients

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Individual Clients
113
AUM
$38.8M
HNW Individual Clients
231
AUM
$760.8M
Pension/Profit Sharing Plan Clients
6
AUM
$8.7M
Charitable Organization Clients
5
AUM
$3.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDMINCORSCTX

HandshakeAffiliates

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

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