Integra Global Advisors LLC
Integra Global Advisors LLC is an SEC-registered wealth manager in Stamford, CT with $684.1M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Integra Global Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288511, SEC 801-110720, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $684.1M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Stamford, CT
- Employees
- 11
- Clients
- 52
- CRD
- 288511
- Ownership
- PLUMB, JONATHAN; SHAW, JEREMY; ORBACH, GIL, M.; ORBACH, GIL, MARK; Malkin, Jason, Robert
How much AUM does Integra Global Advisors LLC have?
Integra Global Advisors LLC reported $684.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Integra Global Advisors LLC?
Disclosed owners and executives of Integra Global Advisors LLC include PLUMB, JONATHAN, SHAW, JEREMY, ORBACH, GIL, M., ORBACH, GIL, MARK, Malkin, Jason, Robert. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.