CRD: 156189
Integrous
$3.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
15 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-15-2011
- Office Locations
- 1
Office Locations
-- SAN Rafael CA
About Integrous
Integrous is a SAN Rafael-based RIA. The firm has been operating for 15 years. Managing $3.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
62 AVG AGE
$3.9M AVG AUM / ADVISOR
$258.2K AVG AUM / CLIENT
15.4 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Delta prime Wave Signal Focus Momentum
Client Personas
Crest
Investment Vehicles
Pathway summit Fusion
Services
Frontier Delta Vector Legacy Ember Vector Value bridge Vector bridge
Owner & Executives
KIAN SADEGH NOBARI
Chief Compliance Officer, Director, President
- CRD
- #4707564
- Ownership
- Less than 5%
(665) 305-9554
signal.summit@alphacapital.com
in linkedin.com/in/signal-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,872,775 | -- |
| Total | $3,872,775 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,872,775
Public Funds:
18.3% Cash:
13.2% Equity - Exchange:
26.9% U.S. Government/Agency:
41.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,589,404,910 | 18.3% |
| Cash | $1,146,456,001 | 13.2% |
| Equity - Exchange | $2,336,338,365 | 26.9% |
| U.S. Government/Agency | $3,613,073,458 | 41.6% |
| Total | $8,685,272,734 | 100.0% |