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INTEGRA FINANCIAL, INC.

GREENWOOD VILLAGE, CO · CRD 113422 · IAPD ↗ · 303-220-5525

$139.0MRegulatory AUM
4Advisory reps
5Employees
2Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — INTEGRA FINANCIAL, INC. notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — INTEGRA FINANCIAL, INC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
March 2026 — INTEGRA FINANCIAL, INC. notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — INTEGRA FINANCIAL, INC. reported RAUM down 32% ($181.0M -> $123.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
65
March 2026 — INTEGRA FINANCIAL, INC. now reports custody of client assets ($48.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
January 2026 — INTEGRA FINANCIAL, INC. added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — INTEGRA FINANCIAL, INC. reported RAUM up 28% ($123.1M -> $157.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
March 2024 — INTEGRA FINANCIAL, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.