INTEGRAS PARTNERS, LLC

3180 North Point Parkway
Suite 102
Alpharetta, Georgia 30005
Tel: 404-941-2800

About INTEGRAS PARTNERS, LLC

INTEGRAS PARTNERS, LLC, formally registered with the SEC as INTEGRAS PARTNERS, LLC. The firm was established in 01/02/2015. They have over 3 offices throughout the country.

INTEGRAS PARTNERS, LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $231,952,582 assets under management, offering retirement planning & investment advisory services to 584 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172979
SEC#	801-80657
Assets Managed by Firm	$231,952,582
No. of Clients	584
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	584	$231,952,582
Individuals (other than high net worth individuals)	99	$40,589,933
High net worth individuals	82	$191,362,649

More Retirement Planning firms in Alpharetta, Georgia:

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TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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