Integ Financial Investment Advisory LLC
Firm details
- Headquarters
- ,
- CRD number
- 336852
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.67%
- Individuals33.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Integ Financial Investment Advisory LLC is an independent, LLC‑organized registered investment advisor operating primarily for individual and family clients. The firm identifies itself as a capital allocator and offers both percentage‑of‑AUM and fixed‑fee arrangements. Core advisory services noted in filings include financial planning, portfolio management for individuals and small businesses, selection of outside advisers, publication of periodic newsletters, and delivery of educational seminars or workshops. The firm does not describe itself as an active ESG investor and is not flagged as a multi‑state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Pezhman Amini
Founder and Chief Compliance Officer (CCO)CRD 7883424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations