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INTEGRAS PARTNERS, LLC
CRD 172979 · SEC 801-80657
3180 NORTH POINT PARKWAY, SUITE 102, ALPHARETTA, GA, 30005, United States
Phone
404-941-2800
Fax
404-941-2828
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$244.8M
Discretionary AUM
$244.8M
Team
5 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $45.2M |
| High net worth individuals | 80 | $199.3M |
| Charitable organizations | 1 | $364K |
States served
GA, MA, TN, TX, FL
All web addresses on file
- HTTPS://X.COM/INTEGRASTWEETS
- https://www.facebook.com/integraspartners/
- https://www.linkedin.com/company/integras-partners-llc
- https://www.instagram.com/integraspartners/
- https://www.youtube.com/@integras3890
- https://nextdoor.com/ads-management/?init_source=profile_switcher&active_page_id=57894554&profile_id=76170307
- HTTP://WWW.INTEGRASPARTNERS.COM
Official SEC filing: View on IAPD