CRD: 113422
Integra Financial, Inc.
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1999
- Office Locations
- 2
Office Locations
About Integra Financial, Inc.
Integra Financial, Inc. is a Greenwood Village-based RIA and fiduciary serving clients in Colorado and beyond (also registered in Texas). The firm provides financial planning, retirement and legacy planning, and ongoing investment management for investors starting at $10k through higher-net-worth households, building portfolios across stocks, ETFs and mutual funds. 30+ years in business.
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
WILLIS GATCH ASHBY CFP
CFP, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, President
- CRD
- #1100189
- Ownership
- 75% or more
ALISON MARIE ASHBY
Chief Compliance Officer, Director of Business Development, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #7697231
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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KEITH ROBERT FEVURLY
--
- CRD
- #4630487
Ryan Garcia
--
- CRD
- #8233855
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,404,680 | $478,313 |
| Non-Discretionary | $0 | -- |
| Total | $123,404,680 | $478,313 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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