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
- Website
- integriswealth.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 1997
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Gifford Lehman | Partner at Integris Wealth Management | Monterey, California, United States |
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 | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |
| Executive | 2 | 2 | 0 |
| Sales | 2 | 2 | 0 |
Compare Similar Companies to Integris Wealth Management
Tanimura & Antle
Food And Beverage Manufacturing
Concorde
Financial Services
Western Physical Therapy
Wellness And Fitness Services
Scholl & Arensdorf, LLP
Financial Services
Monterey Private Wealth, Inc.
Financial Services
Integritas Wealth Management Ltd
Financial Services
Integris Wealth
Financial Services
Navi Mumbai Akbar Estates
Real Estate
INTEGRITAS WEALTH MANAGEMENT
Related company record
Rothstein Kass
Accounting