Integris Wealth Management LLC
Legal Name: INTEGRIS WEALTH MANAGEMENT, LLC
456 WASHINGTON STREET, MONTEREY, CA
831-333-1717
https://www.linkedin.com/company/18142097/
Frequently Asked Questions (FAQ)
Full Contact Details
Integris Wealth Management LLC
456 WASHINGTON STREET, MONTEREY, CA
831-333-1717
831-333-1713
Other Info
Integris Wealth Management LLC is a California-based Limited Liability Company with 12 employees, 6 of which are advisory roles and serves just a single client. This SEC-approved firm has been registered since March 2006, providing reliable financial management and advisory services.
Home | Integris Wealth Managment | Monterey, CA
Intergris Wealth Management is an independent, fee-only financial planning and investment management firm located in Monterey, California.
Direct Owners
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ALLISON MOSHER BARRIENTOS
ADVISOR/CAO owns less than 5%
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GIFFORD ROBERT LEHMAN
ADVISOR owns more than 25% but less than 50%
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KEVIN REID MAHONEY
ADVISOR/CCO/COO owns more than 10% but less than 25%
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MICHAEL AARON LEAVY
ADVISOR/CIO owns more than 25% but less than 50%