Integ Financial Investment Advisory LLC
Firm details
- Headquarters
- ,
- CRD number
- 336852
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.79%
- Individuals45.21%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Integ Financial Investment Advisory LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and also offers selection-of-other-advisers services. It produces periodicals or newsletters and runs educational seminars or workshops. Compensation is by a percentage of assets under management and by fixed fees. The adviser identifies itself as a capital allocator and is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Pezhman Amini
Founder and Chief Compliance Officer (CCO)CRD 7883424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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