Integra Global Advisors

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

2 Stamford Plz Ste 401, Stamford, Connec...

Phone Number

(203) 266-3944

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
2
1
1
1

About Integra Global Advisors

Integra Global Advisors LLC is an investment advisory firm that caters to ultra-high net worth families and charitable institutions. The firm focuses on serving as stewards of multi-generational family legacies and institutional missions while structuring investment portfolios aligned with client objectives. Their commitment to excellence is driven by a set of core beliefs, emphasizing true partnership, rigorous analysis, and continuous innovation. Integra Global Advisors prioritizes risk management and capital preservation, ensuring that client interests are always at the forefront of their advisory services.Explore more
Integra Global Advisors's Social MediaPopular SearchesIntegra Global Advisors LLCIntegra Global ManagementSIC Code 62,628NAICS Code 52,523Show more

Integra Global Advisors Org Chart

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TR
United States flag for contact location.

Private Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integra Global Advisors

<$5M
1-10
Private
-
-
TR
Thomas RothPrivate Wealth Advisor
<$5M
11-50
Private
<$5M
2007
DT
Dennis TraceyManaging Director
<$5M
1-10
Private
-
2020
Kelly Dane, Co-Founder at Defiant Capital Group
Kelly DaneCo-Founder
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2017
NG
Nancy GatensCEO & Principal
<$5M
1-10
Private
-
1988
Steven Schmitz, President & Chief Investment Officer at Schmitz Capital Partners
Steven SchmitzPresident & Chief Investment Officer
<$5M
1-10
Private
-
2013
JM
Jeronimo MartinezDirector of Public Funds
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Integra Global Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Integra Global Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Integra Global Advisors.

Integra Global Advisors Tech Stack

A closer look at the technologies used by Integra Global Advisors

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Frequently Asked Questions Regarding Integra Global Advisors

What is Integra Global Advisors's official website?
Integra Global Advisors's official website is www.integraga.com
What is Integra Global Advisors's Revenue?
Integra Global Advisors's revenue is <$5 Million
What is Integra Global Advisors's SIC code?
Integra Global Advisors's SIC: 62,628
What is Integra Global Advisors's NAICS code?
Integra Global Advisors's NAICS: 52,523
How many employees does Integra Global Advisors have?
Integra Global Advisors has 1-10 employees
What industry does Integra Global Advisors belong to?
Integra Global Advisors is in the industry of: Finance, Securities Trading
What is Integra Global Advisors competition?
Integra Global Advisors top competitors include: Glovista Investments, Journey Capital Advisers, Schmitz Capital Partners, Cresta Advisors
What technology does Integra Global Advisors use?
Some of the popular technologies that Integra Global Advisors uses are: WordPress.org, PHP, Cloudflare CDN, Google Font API
How do I contact Integra Global Advisors?
Integra Global Advisors contact info: Phone number: (203) 266-3944 Website: www.integraga.com
What does Integra Global Advisors do?

Integra Global Advisors LLC is an investment advisory firm that caters to ultra-high net worth families and charitable institutions. The firm focuses on serving as stewards of multi-generational family legacies and institutional missions while structuring investment portfolios aligned with client objectives. Their commitment to excellence is driven... by a set of core beliefs, emphasizing true partnership, rigorous analysis, and continuous innovation. Integra Global Advisors prioritizes risk management and capital preservation, ensuring that client interests are always at the forefront of their advisory services.Read More

What are Integra Global Advisors social media links?
Integra Global Advisors Linkedin page Integra Global Advisors Facebook page
Is Integra Global Advisors a public company?
Integra Global Advisors is private company therefore does not currently have an official ticker symbol
See more information about Integra Global Advisors

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