INTEGRA GLOBAL ADVISORS LLC

RIASEC RegisteredEst. 2017

Total AUM

$684M

Discretionary

$535M

78% of AUM

Avg account

$12.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 288511
Registered since: June 26, 2017
Website: www.integraga.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI65.68%
Pension & Profit Sharing Plans22.16%
Pooled Investment Vehicles4.4%
Charitable Organizations4.01%
Corporations / Businesses3.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Integra Global Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2017. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, combining financial planning with discretionary and non-discretionary portfolio management. Its service menu, as reported, includes portfolio management for individuals, small businesses, pooled vehicles, and institutions, plus pension-related consulting and the selection of other advisers. Fee arrangements include traditional percentage-of-AUM billing alongside performance-based fees, reflecting an orientation toward active management and alternative allocations. The firm does not identify as an active ESG investor.