Active

INTERGY PRIVATE WEALTH, LLC

Investment AdviceCOLORADO SPRINGS, CO

Assets Under Management

$467M

Total AUM

Donut chart: Discretionary 465.8M, Non-Discretionary 1.2M
Category	Value
Discretionary	465.8M
Non-Discretionary	1.2M

Adviser Information

Field	Value
CRD Number	315698
SEC Number	801-122324
Street Address	13 S. TEJON ST.
Street Address 2	SUITE 400
Location	COLORADO SPRINGS, CO 80903
Country	United States
Phone	719-413-8820
Total Employees	8

Client Count by Type (552 Total)

Horizontal bar chart: Individuals (other than H… 454, High Net Worth Individual… 95, Charitable Organizations 2, Corporations/Businesses 1
Category	Value
Individuals (other than H…	454
High Net Worth Individual…	95
Charitable Organizations	2
Corporations/Businesses	1

Intergy Private Wealth, Llc, CO — Investment Adviser | BuildTrust