Intergy Private Wealth, LLC

RIASEC RegisteredEst. 2021

Total AUM

$603M

Discretionary

$582M

97% of AUM

Avg account

$262K

Accounts

2,298

Employees

8

Advisory reps

4

Firm details

Headquarters: Colorado Springs, Colorado
CRD number: 315698
Registered since: September 17, 2021
Website: intergywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.2%
Individuals19.08%
Pension & Profit Sharing Plans0.32%
Charitable Organizations0.25%
Corporations / Businesses0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Intergy Private Wealth, LLC is an independent, SEC-registered advisory firm organized as an LLC and registered in 2021. The firm operates as a capital allocator, serving both individual and family clients as well as institutional accounts. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Intergy uses a mix of fee arrangements — percentage of assets under management, hourly billing and fixed fees — and identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds81%
Exchange Traded Equities12%
Cash & Cash Equivalents5%
State & Local Bonds2%

Owners & executives

1 of 1

Charles Dunn
CEO & Managing PartnerCRD 5663087

Contacts

3 of 3

Cole Anderson
Wealth AdvisorCRD 7027247
Geoffrey Schaefer
Wealth AdvisorCRD 6593230
Mark Perrault
President & Managing PartnerCRD 5684186

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 78

Active vs passive

$410M in ETFs

Passive

86%

$352M

Active

13%

$58.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)	Invesco	Passive	Large Growth	$84.2M	114,374	20.54%

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Primary office

Colorado Springs, CO

El Paso

Location

Colorado Springs, CO

Headquartered in Colorado Springs, CO, in the West of the United States.

Region: West
County: El Paso
Address: 13 S Tejon St
Time zone: MT (UTC-7)
Office locations

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