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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 17, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ASHBY, ALISON, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEISERT, NICHOLAS, JOHN | I | CHIEF COMPLIANCE OFFICER; REGISTERED REPRESENTATIVE | NA | |
| WEISERT, NICHOLAS, JOHN | I | CHIEF COMPLIANCE OFFICER; REGISTERED REPRESENTATIVE | NA | |
| WEISERT, NICHOLAS, JOHN | I | CHIEF COMPLIANCE OFFICER; REGISTERED REPRESENTATIVE | NA | |
| WEISERT, NICHOLAS, JOHN | I | CHIEF COMPLIANCE OFFICER; REGISTERED REPRESENTATIVE | NA | |
| WEISERT, NICHOLAS, JOHN | I | CHIEF COMPLIANCE OFFICER; REGISTERED REPRESENTATIVE | NA | |
| ASHBY, WILLIS, GATCH | I | PRESIDENT; CFP | E | Control |
| ASHBY, WILLIS, GATCH | I | PRESIDENT; CFP | E | Control |
| ASHBY, WILLIS, GATCH | I | PRESIDENT; CHIEF COMPLIANCE OFFICER; CFP | E | Control |
| ASHBY, WILLIS, GATCH | I | PRESIDENT; CFP | E | Control |
| ASHBY, WILLIS, GATCH | I | PRESIDENT; CFP | E | Control |
| ASHBY, WILLIS, GATCH | I | PRESIDENT; CFP | E | Control |
| ASHBY, WILLIS, GATCH | I | PRESIDENT; CFP | E | Control |
| ASHBY, WILLIS, GATCH | I | PRESIDENT; CFP | E | Control |
| ASHBY, WILLIS, GATCH | I | PRESIDENT; CFP | E | Control |
| ASHBY, WILLIS, GATCH | I | PRESIDENT; CFP; MANAGING MEMBER; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| ASHBY, ALISON, MARIE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| ASHBY, ALISON, MARIE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| ASHBY, ALISON, MARIE | I | CHIEF COMPLIANCE OFFICER; MEMBER; INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
Registrations
Federal
IA
Dec 17, 2025 REGISTERED
Notice Filings (4)
CA CO MI TX
Address
5105 DTC PARKWAY SUITE 316GREENWOOD VILLAGE, CO 80111
United States
Phone: 303-220-5525