← Back to searchVisit website
INTEGRA GLOBAL ADVISORS LLC
CRD 288511 · SEC 801-110720
281 TRESSER BOULEVARD - SUITE 401, STAMFORD, CT, 06901, United States
Phone
(203) 266-3942
Fax
(203) 266-3911
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$684.1M
Discretionary AUM
$535.2M
Team
11 total employees; 11 advisory reps
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.4M |
| High net worth individuals | 38 | $449.3M |
| Pooled investment vehicles | 4 | $30.1M |
| Corporations/business entities | 4 | $22.2M |
States served
NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD