Integral Health Asset Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Integral Health Asset Management, LLC
Overview
Integral Health Asset Management, LLC is a financial advisory company based in New York, New York. The company oversees $656.1 million in assets over 10 accounts, making it one of the larger financial advisory firms in the nation by assets under management (AUM). Integral Health Asset Management, LLC has a small group, including 6 financial advisors. Integral Health Asset Management, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments like options, bonds and equities.
Integral Health Asset Management, LLC manages all of the firm's client assets in a discretionary manner. Discretionary management means that transaction decisions are made by an investment advisor without needing client approval. The advisory firm oversees an average of $65.6 million for every client account. The average advisor at Integral Health Asset Management, LLC administers around two client accounts, making it one of the most individualized financial advisor firms in the country.
The firm's headquarters is located at 437 Madison Ave., 19Th Floor, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Integral Health Asset Management, LLC by the Numbers
$656.1 million
8
10
$65.6 million
Fee Structure
Fees for financial advisory services largely depend on the type of services provided. However, fees billed by Integral Health Asset Management, LLC most likely include any combination of the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Integral Health Asset Management, LLC caters to pooled investment vehicles and other investment advisers. Out of its 10 clients, Integral Health Asset Management, LLC's biggest client group by number of accounts is pooled investment vehicles. Around 88% of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Integral Health Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. 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.