INTEGRIS WEALTH MANAGEMENT, LLC
Tel: 831-333-1717 435 Washington Street Suite A Monterey, California 93940
About INTEGRIS WEALTH MANAGEMENT, LLC
INTEGRIS WEALTH MANAGEMENT, LLC is a Monterey, California based financial advisory firm with nearly $573,919,009 in assets under management and provides investment advisory services for 953 clients. There are currently 15 financial advisors at the firm.
General Information
Firm CRD#:
111336
Firm SEC#:
801-66376
Assets Under Management:
$573,919,009
No. of Clients:
953
No. of Advisors:
15
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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