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Integra Financial, Inc.

● SEC registered since 2022CRD 113422SEC# 801-126823Greenwood Village, CO
Export (members)
Reg. AUM
$157.4M
Employees
5
Accounts
481
Location
Greenwood Village, CO

Integra Financial, Inc. assets under management

Integra Financial, Inc. operates as an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2022. It reports $157.4 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/integra-financial-inc.View on SEC.gov ↗

Integra Financial, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Alison Marie Ashby ControlChief Compliance Officer10-25%2024
Willis Gatch Ashby ControlPresident; CfpOver 75%1989

Frequently asked questions

How much does Integra Financial, Inc. manage?

Integra Financial, Inc. reports $157.4 million in regulatory assets under management on its Form ADV.

How many employees does Integra Financial, Inc. have?

Integra Financial, Inc. reports 5 employees.

Where is Integra Financial, Inc. located?

Integra Financial, Inc. is based in Greenwood Village, CO and has been SEC-registered since 2022.

Does Integra Financial, Inc. disclose fund performance?

Integra Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5105 Dtc Parkway Suite 316, Greenwood Village, CO 80111
Phone303-220-5525
Fax303-689-0973
Office hours8:30 a.m. To 4:30p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$157.4M
Non-discretionary$0
Total (RAUM)$157.4M