Integris Wealth Management, Llc (Monterey)
Integris Wealth Management, Llc Is a Large Advisory Firm Based in Monterey. It Manages $322.78 Million of Regulatory Assets for 641 Client Accounts. It Has...
Integris Wealth Management, LLC is a large advisory firm based in Monterey. It manages $322.78 million of regulatory assets for 641 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.
Integris Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Integris Wealth Management: assets under management
The assets under management (AUM) of Integris Wealth Management, LLC is $322.78 million. The firm's AUM has grown by 699% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $301.16 million in discretionary accounts and $21.63 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $512.17 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $408.08 thousand.
Investments
The firm invests in exchange traded securities the most. They account for 47% of the total AUM. The second-largest asset type is investment and business development companies, which make up 45% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.
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