Integra Wealth Advisors, LLC

RIASEC Registered
Total AUM
$117M
Discretionary
$116M
99% of AUM
Avg account
$634K
Accounts
185
Employees
3
Advisory reps
2

Firm details

Headquarters
Houston, Texas
CRD number
156216
Website
www.integrawealthadvisors.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI87.08%
  • Individuals10.21%
  • Corporations / Businesses2.71%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Integra Wealth Advisors, LLC is an independent registered investment adviser operating as a limited liability company that serves individuals and families. The firm offers financial planning and portfolio management for individuals and small businesses and charges clients via a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Its filings indicate it is not a multi-state adviser, not an active ESG investor, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Cash & Cash Equivalents 8%, US Government Bonds 6%, Exchange Traded Equities 3%, State & Local Bonds 2%81%
  • Public Funds/Mutual Funds81%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%
  • Exchange Traded Equities3%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • George Douglas

    George Douglas

    Chief Investment OfficerCRD 1788123

Contacts

1 of 1
  • Carolyn Douglas

    Carolyn Douglas

    Founder & PrincipalCRD 2404396

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
4900 Woodway Dr
Time zone
CT (UTC-6)
Office locations

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