Network·Family Office
📍 MONTEREY, CA
SEC CRD #801-66376
Integris Wealth Management is a locally owned, independent financial advisory firm in Monterey County that provides personalized wealth management and financial planning services. The firm operates as a fee-only fiduciary with a focus on client relationships and ethical advisory practices.
KEVIN MAHONEY
CHIEF COMPLIANCE OFFICER
📞 (831) 333-1717
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AUM
$812M
Check Size
$100M–$100M
Location
MONTEREY, CA
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