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INTEGRA FINANCIAL, INC.
CRD 113422 · SEC 801-126823
5105 DTC PARKWAY SUITE 316, GREENWOOD VILLAGE, CO, 80111, United States
Phone
303-220-5525
Fax
303-689-0973
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.4M
Discretionary AUM
$123.4M
Team
5 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $22.1M |
| High net worth individuals | 30 | $98.6M |
| Pension/profit sharing plans | 1 | $2.7M |
States served
CA, CO, MI, NV, TX
All web addresses on file
Official SEC filing: View on IAPD