AdvisorOS Directory
Claim Profile
AA

Alison Marie Ashby

INTEGRA FINANCIAL, INC.·GREENWOOD VILLAGE, Colorado
Unclaimed Profile
5105 DTC PARKWAY SUITE 316, GREENWOOD VILLAGE, CO 80111CRD# 7697231Firm CRD# 113422
01

About

Alison Marie Ashby is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with INTEGRA FINANCIAL, INC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
INTEGRA FINANCIAL, INC.
INTEGRA FINANCIAL, INC.
AUM
$123M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at INTEGRA FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7697231
Firm CRD# 113422
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWOOD VILLAGE?

Browse all registered financial advisors in GREENWOOD VILLAGE, Colorado or claim this profile if it's yours.

Browse GREENWOOD VILLAGE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alison Marie Ashby offer?
Alison Marie Ashby specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Alison Marie Ashby's credentials?
Alison Marie Ashby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alison Marie Ashby located?
Alison Marie Ashby is based in GREENWOOD VILLAGE, Colorado, working with INTEGRA FINANCIAL, INC.. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Alison Marie Ashby charge for services?
Alison Marie Ashby'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 INTEGRA FINANCIAL, INC.?
INTEGRA FINANCIAL, INC. has approximately 5 employees and manages $123M 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 in GREENWOOD VILLAGE
Scott Charles Sipple — ADVISED ASSETS GROUP, LLCGeoffry Sean Eliason — PEAK CAPITAL MANAGEMENT, LLCKarin Elaine Johnson — IMPACT CAPITAL PARTNERS LLCWilliam Craig Jeffries — EMPOWER ADVISORY GROUP, LLCDouglas Guy Temple — ASCENT INVESTMENT ADVISORS, LLC
Nearby cities in Colorado
DENVER (1269)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile