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Building 2INTEGRA WEALTH ADVISORS, LLC

Map pinHOUSTON, TX
Phone713-966-6156
NotebookSEC #801-72397
Total AUM
$26.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4900 WOODWAY DRIVE
SUITE 1030
HOUSTON
TX 77056
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
713-966-6156

ReceiptFinancials

Total AUM
$26.2M
Accounts
56
Discretionary
$19.4M
Accounts
51
Non-Discretionary
$6.8M
Accounts
5

ContactClients

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None reported

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

None reported

HandshakeAffiliates

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

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