Integ Financial Investment Advisory LLC

Overview

Integ Financial Investment Advisory LLC is an independent, California-registered LLC owned by an individual and positioned to serve individual and family clients. The firm acts as a capital allocator and combines portfolio management with financial planning and client education. Its advisory services include financial planning, portfolio management for individuals and small businesses, the selection of outside advisers, and the publication of periodicals or newsletters along with seminars and workshops. Compensation is drawn from both percentage-of-AUM fees and fixed fees. The firm is not an active ESG investor and does not operate as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices