Integris Wealth Management

  • Financial Services
  • Monterey CA
  • 22 employees
  • Financial Services
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Company Overview

Headquarters
435 Washington St Ste A, Monterey CA
Website
integriswealth.com
Phone
(831) 333-****
Employees
22
Founded in
1997
Industry
Financial Services
NAICS Codes
56 - Administrative and Support and Waste Management and Remediation Services
561 - Administrative and Support Services
5611 - Office Administrative Services
56111 - Office Administrative Services
561110 - Office Administrative Services
SIC Codes
87 - Engineering, Accounting, Research, Management, and Related Services
874 - Management and Public Relations Services
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Financials & Stats

Revenue

$5B

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Company Leadership

Kevin Mahoney

Partner

Phone Email
Allison Barrientos

Partner

Phone Email
Kevin Mahoney

Partner

Phone Email

Integris Wealth Management Tech Stack

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FAQ

What is the location of Integris Wealth Management's headquarters?
The headquarters of Integris Wealth Management are situated at 435 Washington St Ste A, Monterey CA
What is Integris Wealth Management's phone number?
Integris Wealth Management's contact number is (831) 333-****.
What is Integris Wealth Management's official website?
The official website of Integris Wealth Management can be found at integriswealth.com.
What is Integris Wealth Management's current revenue?
As of June 2023, Integris Wealth Management's annual revenue reached $5B.
How many employees does Integris Wealth Management currently have?
Integris Wealth Management employs approximately 22+ people as of June 2023
Which industries is Integris Wealth Management primarily operating in?
Integris Wealth Management operates in the following industries: Finance, Credit
Who is the Partner of Integris Wealth Management?
Integris Wealth Management's Partner is Kevin Mahoney
When was Integris Wealth Management founded?
Integris Wealth Management was founded in 1997.

Employee Directory

Key Employees

Michael Leavy

Partner

Phone Email

Alex Black

Financial Advisor

Phone Email

Jenna Reynolds

Director of Operations - Partner

Phone Email