INTEGRA FINANCIAL, INC.
CRD #113422 SEC #801-126823 GREENWOOD VILLAGE, CO 303-220-5525
SEC Registered
Total AUM
$181M
Discretionary
$181M
Employees
4
Clients
51
Accounts
411
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $181M | $181M | $0 | 4 | 0 |
| Apr 2025 | $157.4M | $157.4M | $0 | 5 | 0 |
| Mar 2025 | $157.4M | $157.4M | $0 | 5 | 0 |
| Sep 2024 | $123.1M | $123.1M | $0 | 5 | 0 |
| Jun 2024 | $123.1M | $123.1M | $0 | 5 | 0 |
| Feb 2024 | $123.1M | $123.1M | $0 | 5 | 0 |
| Dec 2023 | $105M | $105M | $0 | 5 | 0 |
| Mar 2023 | $105M | $105M | $0 | 4 | 0 |
| Oct 2022 | $130.4M | $130.4M | $0 | 4 | 214 |
| Oct 2022 | $130.4M | $130.4M | $0 | 4 | 214 |
DateDec 2025
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$157.4M
Discretionary$157.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$157.4M
Discretionary$157.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees5
Clients0
DateDec 2023
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees4
Clients214
DateOct 2022
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees4
Clients214