Integra Financial, Inc.

Integra Financial, Inc. (CRD# 113422) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $123,074,843 in 430 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5105 Dtc Parkway Suite 316, Greenwood Village, CO 80111
http://integrafinancial.ws
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $286,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, MI, TX

Financial Advisors at Integra Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Willis Ashby, financial advisor Greenwood Village CO
Willis G. Ashby
CRD#: 1100189
5105 Dtc Parkway, Suite 316, Greenwood Village, CO 80111

Willis Ashby (CRD# 1100189) is an Investment Advisor Representative working at Integra Financial, Inc. in Greenwood Village, CO and has over 26 years of experience in the finance industry.

2
Keith Fevurly, financial advisor Greenwood Village CO
Keith R. Fevurly
CRD#: 4630487
5105 Dtc Parkway Suite 316, Greenwood Village, CO 80111

Keith Fevurly (CRD# 4630487) is an Investment Advisor Representative working at Integra Financial, Inc. in Greenwood Village, CO and has over 20 years of experience in the finance industry.

3
Nicholas Weisert, financial advisor Greenwood Village CO
Nicholas J. Weisert
CRD#: 5006159
5105 Dtc Parkway Suite 316, Greenwood Village, CO 80111

Nicholas Weisert (CRD# 5006159) is an Investment Advisor Representative working at Integra Financial, Inc. in Greenwood Village, CO and has over 13 years of experience in the finance industry.

4
Alison Ashby, financial advisor Greenwood Village CO
Alison Ashby
CRD#: 7697231
5105 Dtc Parkway Suite 316, Greenwood Village, CO 80111

Alison Ashby (CRD# 7697231) is an Investment Advisor Representative working at Integra Financial, Inc. in Greenwood Village, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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