Fintegra, LLC is a multi-state adviser based in Minneapolis. It manages $30.97 million of regulatory assets for 162 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 32 other states.
Fintegra provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fintegra, LLC is $30.97 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fintegra, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Doreen Lea Weber has been acting as President since 1 Oct 2010. Douglas Gene Schmitz joined the executive team most recently as the Board Of Directors.
The principal office where Fintegra, LLC performs its advisory services is located at 6120 Earle Brown Drive, Minneapolis, MN 55430, which is also the mailing address of the firm. An additional office of the firm is in Cedartown, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 763-585-0503 or by fax 763-585-0509. The normal business hours are 8:00 a.m.-4:30 p.m. on Monday - Friday. You can find more information about the New York firm at fintegra.com.