Integras Partners, LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 172979
- Registered since
- January 2, 2015
- Website
- integraspartners.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.4%
- Individuals18.45%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Integras Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2015. The firm operates on a percentage-of-AUM fee model and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutional/business clients, and pension consulting. The firm is not positioned as an ESG-focused allocator. Ownership is listed as individual, indicating concentrated control rather than a large corporate structure. Custody and trade execution appear centralized through a primary custodian relationship described elsewhere in filings.
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities32%
- Cash & Cash Equivalents6%
- Other3%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$91M in ETFs
37%
$33.7M
49%
$57.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK CLO ETF (CLOI) | VanEck | Active | Ultrashort Bond | $10.9M | 205,508 | 11.96% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3180 North Point Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Exit Wealth Advisors
RIAAlpharetta, GA
MRP Capital Investments, LLC
RIAAlpharetta, GA
Wealth With No Regrets®
RIAAlpharetta, GA
Tandemgrowth Financial Advisors, LLC
RIAAlpharetta, GA
Daner Wealth Management, LLC
RIAAlpharetta, GA
American Wealth Management, Inc.
RIAAlpharetta, GA