GREENWOOD VILLAGE, COCRD 113422Latest ADV March 5, 2026
Integra Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 5, 2026, reports $123M in regulatory assets under management, 5 employees, 4 offices, and 258 accounts.
Assets Under Management
$123M
Employees
5
Offices
4 offices
Total Clients
114
Primary office
GREENWOOD VILLAGE, CO
5105 DTC PARKWAY SUITE 316, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.8% of total clients.
Top client categories% of clientsClients
1
Individuals
72.8%
83
2
HNWI
26.3%
30
3
Pension Plans
0.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of March 5, 2026
Discretionary100.0%
$123M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$123M
Total Accounts258
10Y AUM Change$-7M (-5.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee23:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.