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INTEGRIS WEALTH MANAGEMENT, LLC

Tel: 831-333-1717
435 Washington Street
Suite A
Monterey, California  93940

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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

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

111336

SEC#:

801-66376

No. of Clients:

953

Assets under Management

$573,919,009

No. of Advisors:

15

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