Integra Wealth Management

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

461 From Rd Ste 385, Paramus, New Jersey...

Phone Number

(201) 939-6644

Revenue

<$5 Million

Industry

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

About Integra Wealth Management

Integra Wealth Management specializes in comprehensive financial planning and wealth management services tailored for high-net-worth individuals and families. Their offerings include personalized investment strategies, estate and legacy planning, tax planning, retirement planning, and risk management. With over 30 years of experience, their team is dedicated to crafting customized financial solutions that prioritize the clients' interests. They primarily serve clients in Bergen County and Southern New Jersey, helping them achieve their financial goals and secure their futures.Explore more
Integra Wealth Management's Social MediaPopular SearchesIntegra Wealth ManagementIntegra WealthSIC Code 62,628NAICS Code 52,523Show more

Integra Wealth Management Org Chart

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DM
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Manager, Private Wealth, Cfp

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JC
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Team Member

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RD
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LPL Registered Principal and Wealth Advisor

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Compare Similar Companies to Integra Wealth Management

Compare insights from companies similar to Integra Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integra Wealth Management

<$5M
11-50
Private
-
-
DM
Dan MinnisManager, Private Wealth, Cfp
$7.6M
1-10
Private
-
2022
MH
Melissa HicksGroup Director, Investment Operations & Client Services
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
RC
Rebecca ChaparroDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Integra Wealth Management Tech Stack

A closer look at the technologies used by Integra Wealth Management

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Frequently Asked Questions Regarding Integra Wealth Management

What is Integra Wealth Management's official website?
Integra Wealth Management's official website is www.integrawm.com
What is Integra Wealth Management's Revenue?
Integra Wealth Management's revenue is <$5 Million
What is Integra Wealth Management's SIC code?
Integra Wealth Management's SIC: 62,628
What is Integra Wealth Management's NAICS code?
Integra Wealth Management's NAICS: 52,523
How many employees does Integra Wealth Management have?
Integra Wealth Management has 11-50 employees
What industry does Integra Wealth Management belong to?
Integra Wealth Management is in the industry of: Finance, Securities Trading
What is Integra Wealth Management competition?
Integra Wealth Management top competitors include: Dowd Financial Group, Appaloosa Wealth Management, Schneider Wealth Strategies, Zenith Investment Management
What technology does Integra Wealth Management use?
Some of the popular technologies that Integra Wealth Management uses are: WordPress.org, PHP, HubSpot, Google Tag Manager
How do I contact Integra Wealth Management?
Integra Wealth Management contact info: Phone number: (201) 939-6644 Website: www.integrawm.com
What does Integra Wealth Management do?

Integra Wealth Management specializes in comprehensive financial planning and wealth management services tailored for high-net-worth individuals and families. Their offerings include personalized investment strategies, estate and legacy planning, tax planning, retirement planning, and risk management. With over 30 years of experience, their team is... dedicated to crafting customized financial solutions that prioritize the clients' interests. They primarily serve clients in Bergen County and Southern New Jersey, helping them achieve their financial goals and secure their futures.Read More

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

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