Integris Wealth Management

Integris Wealth Management

Financial Services Monterey, California, United States 16 employees
Employees
16
Contacts
1
Emails
1

Integris Wealth Management Overview

Headquarters
Monterey, California, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
16
Founded
1997
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Integris Wealth Management

Count on Integris to be your trusted ally. You deserve to work with people you can trust. We uphold the highest ethical standards in each decision we make. This means we always direct our clients to their best available option, even if it means we forgo additional business. Integris is a 100% fee-only fiduciary. We never take commissions or kickbacks. We have zero financial product affiliations, and our unique team-based approach applies several minds and sets of eyes on your financial affairs. Whether you are a new investor looking for discerning guidance or you are a seasoned investor looking for a strategic partner, it would be our honor to work with you.

Integris Wealth Management Contact Details

People in AeroLeads
1
With contact data
1
Email contacts
1
100.0% coverage

Integris Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Gifford Lehman Partner at Integris Wealth Management
Email

Employees by Management Level

Individual contributor 2 profiles
Associate / junior 2 profiles
Director 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1
Executive 2 2 0
Sales 2 2 0

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