Intergy Private Wealth, LLC
Intergy Private Wealth, LLC (CRD# 315698) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $390,604,147 in 1,956 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management391MILLION
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Total Number of Accounts1,956ACCOUNTS
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Average Account Value$199,695
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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AZ, CA, CO, FL, GA, ID, IL, KS, KY, LA, MA, MD, NC, NE, NY, OK, PA, TN, TX, UT, VA, WA
Charles Dunn (CRD# 5663087) is an Investment Advisor Representative working at Intergy Private Wealth, LLC in Colorado Springs, CO and has over 14 years of experience in the finance industry.
Mark Perrault (CRD# 5684186) is an Investment Advisor Representative working at Intergy Private Wealth, LLC in Colorado Springs, CO and has over 14 years of experience in the finance industry.
Geoffrey Schaefer (CRD# 6593230) is an Investment Advisor Representative working at Intergy Private Wealth, LLC in Colorado Springs, CO and has over 8 years of experience in the finance industry.