$87.0M Total AUM
$87.0M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
31 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-05-1995
- Office Locations
- 1
Office Locations
-- Austin TX
About Integra Asset Advisors, L.c.
Integra Asset Advisors, L.C. is an Austin, TX registered investment adviser providing independent financial advice, money management, and investment services, including portfolio construction and financial planning (tax/estate/insurance). Client portfolios are managed primarily using ETFs and mutual funds, with custody at Charles Schwab, emphasizing personalized guidance to simplify clients’ financial lives.
Team overview
-- AVG AGE
$87.0M AVG AUM / ADVISOR
$870.3K AVG AUM / CLIENT
23.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
Upgrade to reveal position-level detail across pioneer signal.
Request access to benchmark trends tied to bridge.
Open the full profile to inspect shifts in frontier vertex.
Open the full profile to inspect shifts in meridian pathway.
Request access to benchmark trends tied to value horizon.
Upgrade to reveal position-level detail across quantum meridian.
Premium access reveals conviction themes in glacier element peak.
Upgrade to reveal position-level detail across legacy eagle.
Asset Classes
Unison Eagle ember North harbor Oak
Custodian
Quantum catalyst Catalyst
Investment Themes
Vector
Investment Vehicles
Delta vital
Services
Vital Delta Vertex Meridian Bridge Focus element
Owner & Executives
R
ROBERT CURTIS LAUGHLIN
Chief Compliance Officer, President
- CRD
- #3200045
- Ownership
- 75% or more
(400) 831-4292
oak.quantum@vitalcapital.com
in linkedin.com/in/prime-timber
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,030,062 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,030,062 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $87,030,062
Public Funds:
48.6% Equity - Exchange:
24.8% Cash:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,627,012,785 | 48.6% |
| Equity - Exchange | $830,245,207 | 24.8% |
| Cash | $890,504,941 | 26.6% |
| Total | $3,347,762,933 | 100.0% |