PPrivate Fund Data Log in Join · $37/mo

Integral Investment Advisors, Inc.

● SEC registered since 2008CRD 146569SEC# 801-69114Turlock, CA
Export (members)
Reg. AUM
$673.9M
Employees
7
Accounts
1,101
Location
Turlock, CA

Integral Investment Advisors, Inc. assets under management

Integral Investment Advisors, Inc. is an investment advisory firm registered with the SEC based in Turlock, CA. The firm has been registered since 2008. It reports $673.9 million in regulatory assets under management and employs 7 people.
www.youtube.com/@integral-wealthView on SEC.gov ↗

Integral Investment Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jodi Ann Karambela ControlPresident50-75%2008
Michael Thomas Abram ControlVice President/Chief Compliance Officer25-50%2016

Frequently asked questions

How much does Integral Investment Advisors, Inc. manage?

Integral Investment Advisors, Inc. reports $673.9 million in regulatory assets under management on its Form ADV.

How many employees does Integral Investment Advisors, Inc. have?

Integral Investment Advisors, Inc. reports 7 employees.

Where is Integral Investment Advisors, Inc. located?

Integral Investment Advisors, Inc. is based in Turlock, CA and has been SEC-registered since 2008.

Does Integral Investment Advisors, Inc. disclose fund performance?

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

Contact & registration

Address605 E Main Street, Turlock, CA 95380
Phone209-633-3101
Office hours7:00 a.m. - 3:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1902826
Discloses disciplinary historyNo

Assets under management

Discretionary$628.2M
Non-discretionary$45.7M
Total (RAUM)$673.9M