INTEGRA ASSET ADVISORS, L.C.

Overview

Integra Asset Advisors, L.C. is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, with advisory services focused on financial planning and portfolio management for individuals, small businesses and institutions. Fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee engagements, reflecting a blended advisory model that supports comprehensive planning engagements in addition to traditional investment management. Investment activity shows a clear preference for pooled public vehicles: the firm’s largest exposure is to public funds and mutual funds, which function as the primary building blocks across client portfolios. Integra is not an active ESG investor and is not positioned as a capital allocator that sources bespoke private managers on clients’ behalf; instead, it relies on third‑party managers and public market products while supplementing core allocations with select alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices