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Gifford Robert Lehman

INTEGRIS WEALTH MANAGEMENT, LLC·MONTEREY, California
Unclaimed Profile
435 WASHINGTON STREET, MONTEREY, CA 93940CRD# 2059031Firm CRD# 111336
01

About

Gifford Robert Lehman is a registered financial advisor based in MONTEREY, California, affiliated with INTEGRIS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INTEGRIS WEALTH MANAGEMENT, LLC
INTEGRIS WEALTH MANAGEMENT, LLC
AUM
$574M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at INTEGRIS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2059031
Firm CRD# 111336
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gifford Robert Lehman offer?
Gifford Robert Lehman specializes in Financial Planning, Investment Management. Contact their office in MONTEREY, California for a consultation.
What are Gifford Robert Lehman's credentials?
Gifford Robert Lehman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gifford Robert Lehman located?
Gifford Robert Lehman is based in MONTEREY, California, working with INTEGRIS WEALTH MANAGEMENT, LLC. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.
How does Gifford Robert Lehman charge for services?
Gifford Robert Lehman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRIS WEALTH MANAGEMENT, LLC?
INTEGRIS WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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