I
CRD: 325703
Integra Wealth
Coconut Grove, FL
7864385580
$25.3M Total AUM
$18.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-13-2023
- Office Locations
- 1
Office Locations
-- Coconut Grove FL
About Integra Wealth
Integra Wealth is a Coconut Grove-based RIA. The firm has been operating for 2 years. Managing $25.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
47 AVG AGE
$25.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Owner & Executives
IAN TACHER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5474466
- Ownership
- 75% or more
(297) 735-3976
glacier.oak@fusioncapital.com
in linkedin.com/in/quantum-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,084,682 | -- |
| Non-Discretionary | $7,214,526 | -- |
| Total | $25,299,208 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,299,208
Public Funds:
12.9% Cash:
13.3% Equity - Exchange:
37.5% Municipal Bonds:
36.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $987,700,238 | 12.9% |
| Cash | $1,018,326,602 | 13.3% |
| Equity - Exchange | $2,871,221,622 | 37.5% |
| Municipal Bonds | $2,779,342,529 | 36.3% |
| Total | $7,656,590,991 | 100.0% |