AdvisorOS Directory
Claim Profile
Unclaimed Profile
GL

Gifford Robert Lehman

INTEGRIS WEALTH MANAGEMENT, LLC·MONTEREY, California
Clean recordINTEGRIS WEALTH MANAGEMENT, LLC
435 WASHINGTON STREET, MONTEREY, CA 93940CRD# 2059031Firm CRD# 111336

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gifford Robert Lehman · MONTEREY, CA
Registration
CRD #2059031 · INTEGRIS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Gifford

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gifford is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in MONTEREY?

Browse all registered financial advisors in MONTEREY, California or claim this profile if it's yours.

Browse MONTEREY AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at INTEGRIS WEALTH MANAGEMENT, LLC

Michael Aaron Leavy
MONTEREY, CA
Allison Mosher Barrientos
MONTEREY, CA
Kevin Reid Mahoney
MONTEREY, CA

More Advisors in MONTEREY, California

Jeanne Marie Merrell
MONTEREY PRIVATE WEALTH, INC.·MONTEREY, CA
Daniel Gregory Stewart
TOPTURN CAPITAL, LLC·MONTEREY, CA
Kenneth Burton Petersen
MONTEREY PRIVATE WEALTH, INC.·MONTEREY, CA
Patrick Dewerk Neal
DISTRIBUTION COGNIZANT, LLC·MONTEREY, CA
Gary Eugene Douglas Alt
MONTEREY PRIVATE WEALTH, INC.·MONTEREY, CA
Shelley Marie Cabanillas
MONTEREY PRIVATE WEALTH, INC.·MONTEREY, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile