CRD: 156216
Integra Wealth Advisors, LLC
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- Custodian
- Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- PrimeBeacon bridge
- Established Date
- 11-17-2011
- Office Locations
- 1
Office Locations
About Integra Wealth Advisors, LLC
Integra Wealth Advisors is an independent, fee-only RIA in Houston providing integrated Financial Life Planning and disciplined investment management. The firm uses a values-based discovery process to align portfolios with clients’ goals and risk tolerance, then helps implement recommendations and monitors progress. Serves individuals, families, and business owners, with 50+ years of combined principal experience; portfolios commonly use public funds and ETFs.
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Owner & Executives
CAROLYN ELIZABETH DOUGLAS
Chief Compliance Officer, Founder, Owner, PRINCIPAL
- CRD
- #2404396
- Ownership
- Less than 5%
GEORGE MICHAEL DOUGLAS
Advisor, Chief Investment Officer
- CRD
- #1788123
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,707,072 | $380,126 |
| Non-Discretionary | $1,615,244 | $1,363,445 |
| Total | $117,322,316 | $467,922 |
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Separately Managed Accounts
Total SMA Asset: $117,322,316
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,139,549,056 | 16.0% |
| Cash | $2,079,677,027 | 29.2% |
| Equity - Exchange | $2,492,763,560 | 35.0% |
| U.S. Government/Agency | $1,410,191,958 | 19.8% |
| Total | $7,122,181,601 | 100.0% |