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Integris Wealth Management

EST. AUM
$811,958,816

CONTACTS
6

CLIENT ACCOUNTS
1,276

Firm Details

Metro area San Jose
CRD Number 111336
Website integriswealth.com
Client types

Overview

Integris was founded in 1997 by Gifford Lehman, an experienced institutional investment professional. The firm was established to address the challenges of coordinating finances with multiple advisors who were not working together. Integris focuses on providing integrated financial advice that takes into account all aspects of a client’s financial life, along with their personal values and goals. The firm aims to offer clear and comprehensive guidance to help clients make informed financial decisions that align with their priorities.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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