Willis
Ashby

Integra Financial, Inc

CRD#1100189
Investment Advisor
in Englewood, CO

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About this Advisor

Willis Ashby is a financial advisor based in Englewood, Colorado, working with Integra Financial, Inc. Willis has previously held a position at Integra Financial Inc. Willis has passed the Series 63 regulatory exam and is registered to provide services in Colorado, Michigan, and Texas. Currently, Willis 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 63, CERTIFIED FINANCIAL PLANNER™

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

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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

Willis Ashby Work History

1993 - Present (32 years)

Integra Financial Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Willis 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.

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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.

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