INTEGRAS PARTNERS, LLC
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 172979
- Registered since
- January 2, 2015
- Website
- integraspartners.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.4%
- Individuals18.45%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Integras Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2015. The firm is owned by an individual and serves both individual/family and institutional clients under a percentage-of-AUM fee model. Core advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm does not identify as an active ESG investor and is not described as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities32%
- Cash & Cash Equivalents6%
- Other3%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2ALBERT BROWNING
CEOCRD 3126567
KEITH JOHNSON
Chief Investment OfficerCRD 1666714
Contacts
1 of 1Michal-Erin Frushell
Executive Vice PresidentCRD 6538838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$83.9M in ETFs
31%
$26.3M
61%
$57.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK CLO ETF (CLOI) | VanEck | Active | Ultrashort Bond | $8.9M | 168,209 | 10.57% |
Location
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3180 North Point Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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