Integra Financial, Inc.

RIASEC Registered

Total AUM

$139M

Discretionary

$139M

100% of AUM

Avg account

$535K

Accounts

260

Employees

Advisory reps

Firm details

Headquarters: Greenwood Village, Colorado
CRD number: 113422
Registered since: November 2, 2022
Website: www.integrafinancial.ws
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.7%
Individuals13.95%
Pension & Profit Sharing Plans2.17%
Corporations / Businesses0.19%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Integra Financial, Inc. is an independent registered investment adviser organized as a corporation and owner-operated. The firm registered with the SEC in 2022 and serves both individual/family clients and institutional accounts. Its advisory offering mixes standard financial planning and portfolio management for individuals and small businesses with fiduciary services such as pension consulting and the selection of outside managers. Integra also operates as an insurance broker and describes itself as a capital allocator, indicating it directs client assets into third‑party managers when appropriate. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee projects.