Intergy Private Wealth, LLC

Intergy Private Wealth, LLC (CRD# 315698) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $390,604,147 in 1,956 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
13 S. Tejon St., Suite 400, Colorado Springs, CO 80903
https://www.linkedin.com/company/intergy-private-wealth
By the Numbers
  • Total Assets Under Management
    391
    MILLION
  • Total Number of Accounts
    1,956
    ACCOUNTS
  • Average Account Value
    $199,695
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, ID, IL, KS, KY, LA, MA, MD, NC, NE, NY, OK, PA, TN, TX, UT, VA, WA

Financial Advisors at Intergy Private Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Charles Dunn, financial advisor Colorado Springs CO
Charles B. Dunn
CRD#: 5663087
13 S. Tejon St., Suite 400, Colorado Springs, CO 80903

Charles Dunn (CRD# 5663087) is an Investment Advisor Representative working at Intergy Private Wealth, LLC in Colorado Springs, CO and has over 14 years of experience in the finance industry.

2
Mark Perrault, financial advisor Colorado Springs CO
Mark R. Perrault
CRD#: 5684186
13 S. Tejon St., Suite 400, Colorado Springs, CO 80903

Mark Perrault (CRD# 5684186) is an Investment Advisor Representative working at Intergy Private Wealth, LLC in Colorado Springs, CO and has over 14 years of experience in the finance industry.

3
Geoffrey Schaefer, financial advisor Colorado Springs CO
Geoffrey T. Schaefer
CRD#: 6593230
13 S. Tejon St., Suite 400, Colorado Springs, CO 80903

Geoffrey Schaefer (CRD# 6593230) is an Investment Advisor Representative working at Intergy Private Wealth, LLC in Colorado Springs, CO and has over 8 years 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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