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INTERGY PRIVATE WEALTH, LLC
Tel: 719-413-8820
13 S. Tejon St. Suite 400
Colorado Springs, Colorado 80903
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
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
Firm CRD#:
315698
SEC#:
801-122324
No. of Clients:
1956
Assets under Management
$390,604,147
No. of Advisors:
7
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