RIA · CRD 113422SEC-Registered

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Integra Financial

Integra Financial, Inc. is an SEC-registered investment adviser in Greenwood Village, CO, registered since 2022. The firm manages approximately $123 million in...

Integra Financial

Integra Financial, Inc. is an SEC-registered investment adviser in Greenwood Village, CO, registered since 2022. The firm manages approximately $123 million in regulatory assets. It has 5 employees and 4 investment advisers.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is Integra Financial's known AUM?

Integra Financial does not publicly disclose its assets under management. No regulatory filing or press release has surfaced with a dollar figure. The firm's AUM band remains Undisclosed.

Who runs investment decisions at Integra Financial?

No named principals, investment committee members, or decision-makers are publicly associated with Integra Financial. The firm's SEC registration, if maintained, does not list individuals in a searchable form.

How does Integra Financial source deals?

There is no public information on Integra Financial's deal-sourcing model. The firm could operate as a classic RIA steering client assets into third-party funds or direct holdings, but no specifics are available.

What investment stages does Integra Financial target?

Integra Financial's investment stage preference is unknown. No public records indicate whether the firm focuses on growth equity, venture, buyouts, fixed income, or any other stage.

Is Integra Financial structured as a single family office or a multi-client RIA?

The firm's name and registration as an RIA suggest a multi-client advisory model, but its legal structure — single-family-office exemption or traditional RIA — is not confirmed by any public information.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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