Alison
Ashby

Integra Financial, Inc

CRD#7697231
Investment Advisor
in Englewood, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alison Ashby is a financial advisor based in Englewood, Colorado, working with Integra Financial, Inc. Alison has previously held positions at Integra Financial Inc, University Of Colorado-Denver, University Of Denver, Davita Clinical Research, and Reed College. Alison has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Alison is part of Integra Financial, Inc, which operates out of Englewood, Colorado. The firm has 1 office and 5 employees. The firm manages assets totaling $123.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Integra Financial, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5105 Dtc Parkway Suite 316
Englewood, CO 80111

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Integra Financial, Inc Brokerage Details

Total Assets Under Management

$123,074,843

CO Average: $2,349,664,866
Total Number of Employees

5

CO Average: 28
Total Number of Accounts

430

CO Average: 1,101
Average Account Size

$286,221

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Alison Ashby Work History

2022 - Present (2 years)

Integra Financial Inc

2020 - 2022 (2 years)

University Of Colorado-Denver

2019 - 2021 (2 years)

University Of Colorado-Denver

2018 - 2019 (1 year)

University Of Denver

2018 - 2018 (< 1 year)

Davita Clinical Research

2013 - 2017 (4 years)

Reed College

Disclosures

Please visit the SEC profile of Alison Ashby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integra Financial, Inc

Alison Ashby
Englewood, CO
Nicholas Weisert
Englewood, CO
Keith Fevurly
Englewood, CO
Willis Ashby
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started