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 first registered with the SEC in 2015. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory model is fee-based, charging a percentage of assets under management. Service offerings listed by the firm include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Integras Partners does not identify as an active ESG investor and is not positioned 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
3 of 3
Albert Browning
CEOCRD 3126567
Keith Johnson
Chief Investment OfficerCRD 1666714
Thomas Kozelka
Chief Strategy OfficerCRD 2786921
Contacts
1 of 1
Michal-Erin Frushell
Executive Vice PresidentCRD 6538838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$98.7M in ETFs
34%
$33.3M
53%
$65.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK CLO ETF (CLOI) | VanEck | Active | Ultrashort Bond | $10.4M | 196,467 | 10.54% |
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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