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INTEGRA CAPITAL ADVISORS
BRADENTON, FL
941-224-1096
SEC #801-80862Total AUM
$418.7M
Employees
7Clients
252Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8227 37TH AVE CIR WEST
BRADENTON
FL 34209
United States
BRADENTON
FL 34209
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Monday - Friday
Phone
941-224-1096
Financials
Total AUM
$418.7M
Accounts
605Discretionary
$418.7M
Accounts
605Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
164AUM
$44.4M
HNW Individual Clients
65AUM
$230.6M
Pension/Profit Sharing Plan Clients
13AUM
$6.2M
Investment Advisor Clients
1AUM
$117.6M
Corporation or Business Clients
9AUM
$19.9M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ALLOCATION ADVICE TO OTHER RIAS; SPEAKING ENGAGEMENTS; HOURLY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SERVICE AS A SUB-ADVISOR TO OTHER REGISTERED INVESTMENT ADVISERS
Compliance
Disclosures
None reported
State Registrations
CAFLLANYOHTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.