Integra Financial, Inc.
● SEC registered since 2022CRD 113422SEC# 801-126823Greenwood Village, CO
Reg. AUM
$139M
Employees
5
Accounts
260
Location
Greenwood Village, CO
Integra Financial, Inc. assets under management
Integra Financial, Inc. operates as an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2022. It reports $139 million in regulatory assets under management and employs 5 people.
Integra Financial, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alison Marie Ashby Control | Chief Compliance Officer; Member; Investment Advisor Representative | 10-25% | 2024 |
| Willis Gatch Ashby Control | President; Cfp; Managing Member; Investment Advisor Representative | Over 75% | 1989 |
Frequently asked questions
How much does Integra Financial, Inc. manage?
Integra Financial, Inc. reports $139 million in regulatory assets under management on its Form ADV.
How many employees does Integra Financial, Inc. have?
Integra Financial, Inc. reports 5 employees.
Where is Integra Financial, Inc. located?
Integra Financial, Inc. is based in Greenwood Village, CO and has been SEC-registered since 2022.
Does Integra Financial, Inc. disclose fund performance?
Integra Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5105 Dtc Parkway Suite 316, Greenwood Village, CO 80111 |
| Phone | 303-220-5525 |
| Fax | 303-689-0973 |
| Office hours | 8:30 a.m. To 4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139M▼ 12%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$139Mregulatory AUM
Discretionary $139M