INTEGRIS WEALTH MANAGEMENT, LLC
Monterey, CA
AUM
$812.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
831-333-1717
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA, MONTEREY
2 advisers found
Monterey, CA
AUM
$812.0M
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
831-333-1717
Monterey, CA
AUM
$22.9M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
831-277-0364