INTEG FINANCIAL INVESTMENT ADVISORY LLC

INTEG FINANCIAL INVESTMENT ADVISORY LLC is an SEC-registered investment adviser (CRD 336852). Regulatory assets under management: $7.3M.

Registration

• CRD: 336852
• Type: Registered investment adviser
• Phone: 949 550 8328
• Latest filing: 2026-05-19
• Regulatory AUM: $7.3M
• Discretionary AUM: $7.3M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336852 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search