Unclaimed Profile

Jonathan Plumb

INTEGRA GLOBAL ADVISORS LLC·STAMFORD, Connecticut

Clean recordINTEGRA GLOBAL ADVISORS LLC

281 TRESSER BOULEVARD - SUITE 401, STAMFORD, CT 06901CRD# 7091378Firm CRD# 288511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Plumb · STAMFORD, CT

Registration

CRD #7091378 · INTEGRA GLOBAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Plumb is a registered financial advisor based in STAMFORD, Connecticut, affiliated with INTEGRA GLOBAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INTEGRA GLOBAL ADVISORS LLC

AUM

$418M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTEGRA GLOBAL ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7091378

Firm CRD# 288511

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Frequently Asked Questions

What services does Jonathan Plumb offer?

Jonathan Plumb specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.

What are Jonathan Plumb's credentials?

Jonathan Plumb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Plumb located?

Jonathan Plumb is based in STAMFORD, Connecticut, working with INTEGRA GLOBAL ADVISORS LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Jonathan Plumb charge for services?

Jonathan Plumb's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRA GLOBAL ADVISORS LLC?

INTEGRA GLOBAL ADVISORS LLC has approximately 4 employees and manages $418M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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