Integra Financial, Inc.
Integra Financial, Inc. is an SEC-registered wealth manager in Greenwood Village, CO with $123.4M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Integra Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113422, SEC 801-126823, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $123.4M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Greenwood Village, CO
- Employees
- 5
- Clients
- 114
- CRD
- 113422
- Ownership
- ASHBY, WILLIS, GATCH; WEISERT, NICHOLAS, JOHN; ASHBY, ALISON, MARIE
How much AUM does Integra Financial, Inc. have?
Integra Financial, Inc. reported $123.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Integra Financial, Inc.?
Disclosed owners and executives of Integra Financial, Inc. include ASHBY, WILLIS, GATCH, WEISERT, NICHOLAS, JOHN, ASHBY, ALISON, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.