I
$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CatalystGlacier pioneer +more
- Established Date
- 08-21-2025
- Office Locations
- 1
Office Locations
-- Irvine CA
About Integ Financial Investment Advisory LLC
Integ Financial Investment Advisory LLC is a Irvine-based RIA. The firm has been operating for 0 years. Managing $7.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$405.6K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Meridian Element bridge Prime element
Custodian
Harbor fusion North zenith Frontier Frontier ember Insight Radial Unison crest
Fund Managers
Peak
Investment Themes
Unison prime Vector Pioneer capital
Investment Vehicles
Capital wave
Platform
Momentum Prime
Services
Pathway Beacon ridge Summit Atlas Bridge Catalyst wave Eagle ridge Oak vertex Optima
Technology
Radial optima Radial eagle Vertex
Owner & Executives
Pezhman Amini
Chief Compliance Officer, FOUNDER
- CRD
- #7883424
- Ownership
- 75% or more
(616) 733-3551
harbor.signal@summitcapital.com
in linkedin.com/in/wave-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,300,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,654,234,194 | 100.0% |
| Total | $6,654,234,194 | 100.0% |