Henry
Lande

Integra Global Advisors LLC

CRD#7168981
Investment Advisor
in Georgetown, TX

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About this Advisor

Henry Lande is a financial advisor based in Georgetown, Texas, working with Integra Global Advisors LLC. Henry has previously held positions at Beacon Pointe Wealth Advisors, LLC, Beacon Pointe Advisors, LLC, Bbva Compass, Integra Global Advisors LLC, and Travel. Henry is registered to provide services in Connecticut and Texas. Currently, Henry is part of Integra Global Advisors LLC, which operates out of Georgetown, Texas. The firm has 3 offices and 12 employees. Integra Global Advisors LLC manages assets totaling $562.6 million and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Integra Global Advisors LLC includes asset-based and performance-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Georgetown, TX

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Integra Global Advisors LLC Brokerage Details

Total Assets Under Management

$562,649,670

TX Average: $5,297,377,271
Total Number of Employees

12

TX Average: 35
Total Number of Accounts

102

TX Average: 690
Average Account Size

$5,516,173

TX Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Henry Lande Work History

2024 - Present (1 year)

Integra Global Advisors LLC

2023 - 2024 (1 year)

Travel

2020 - 2023 (3 years)

Beacon Pointe Advisors, LLC

2019 - 2020 (1 year)

Beacon Pointe Wealth Advisors, LLC

2019 - 2020 (1 year)

Beacon Pointe Advisors, LLC

2017 - 2019 (2 years)

Beacon Pointe Wealth Advisors, LLC

2014 - 2017 (3 years)

Bbva Compass

Disclosures

Please visit the SEC profile of Henry Lande 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 Global Advisors LLC

Henry Lande
Georgetown, TX
Evan Finkel
Stamford, CT
Matthew Stevens
Stamford, CT
Bradley Riccardi
Stamford, CT
Savion Harris
Stamford, CT
John Sullivan
Stamford, CT

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