Investment adviser · CRD 108976

INTEGRA CAPITAL ADVISORS

Investment adviser filing (IA)

BREITER CAPITAL MANAGEMENT INC

BRADENTON, FL, United States · Form ADV filed Apr 11, 2022

Regulatory AUM
$419M
Form ADV · Item 5.F
Client accounts
605
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals65$230,620,54955.1%
Other investment advisersFewer than 5$117,612,15928.1%
Individuals164$44,365,73010.6%
Corporations & businesses9$19,886,1964.7%
Retirement plans13$6,174,4781.5%
Filing source

Form ADV 1640983 · Apr 11, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 11, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8227 37TH AVE CIR WEST
BRADENTON, FL, 34209, United States

CRD 108976

Filing source

Form ADV 1640983 · Apr 11, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.