INTERGY PRIVATE WEALTH, LLC - Financial Advisor in Colorado, Colorado Springs

Tel: 719-413-8820 13 S. Tejon St. Suite 400 Colorado Springs, Colorado 80903

About INTERGY PRIVATE WEALTH, LLC

INTERGY PRIVATE WEALTH, LLC is a Colorado Springs, Colorado based financial advisory firm with nearly $390,604,147 in assets under management and provides investment advisory services for 1956 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

315698

Firm SEC#:

801-122324

Assets Under Management:

$390,604,147

No. of Clients:

1956

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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