INTERGY PRIVATE WEALTH, LLC
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
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
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