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INTEGRA GLOBAL ADVISORS LLC

STAMFORD, CT · CRD 288511 · IAPD ↗ · (203) 266-3942

$684.1MRegulatory AUM
11Advisory reps
11Employees
0Clients
11-25Planning clients
4Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2025 — INTEGRA GLOBAL ADVISORS LLC notice-filed in FL, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — INTEGRA GLOBAL ADVISORS LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — INTEGRA GLOBAL ADVISORS LLC crossed $500M in regulatory AUM ($417.8M -> $562.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
76
April 2025 — INTEGRA GLOBAL ADVISORS LLC grew from 4 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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