INTEGRA FINANCIAL, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Colorado, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	430	$123.1M
Non-Discretionary	0	$0
Total	430	$123.1M

Clients

Type	Number	RAUM
Individuals	140	$36.0M
HNW Individuals	32	$82.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	8	$3.9M
Charitable organizations	<5	$448,314
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$28,156
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Insurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	67.7M
Portfolio Manager	55.7M
Both for Same	0

Portfolio Manager to Program	Sponsor
INTEGRA FINANCIAL, INC.	INTEGRA FINANCIAL, INC.

Identifiers

SEC RIA File Number	801-126823
SEC ERA File Number	801-126823
SEC CIK Numbers	None
SEC CRD Numbers	113422
Legal Entity Identifier	None

Principal Office

5105 DTC PARKWAY SUITE 316
GREENWOOD VILLAGE
CO
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic