INTERGY PRIVATE WEALTH, LLC of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 315698). Regulatory assets under management: $602.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Mark Roland Perrault | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Charles B Dunn | MANAGING MEMBER | — |
| Geoffrey Thomas Schaefer | WEALTH ADVISOR, PARTNER | — |
| DUNN ROBERT B | MANAGING MEMBER | — |
| Hansen Alexander William | CHIEF COMPLIANCE OFFICER | — |
| PERRAULT MARK ROLAND | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |