Integrity Capital, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
125
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
285198
Registered since
May 26, 2017

Firm profile

FINTRX

Overview

Integrity Capital, LLC is organized as a limited liability company and is registered with the SEC since 2017. Public filings and the provided snapshot offer minimal detail about the firm's business model: it is classified as "unclassified" and listed with an owner type of domestic entity/individual. The record does not include a description of advisory activities, client segments, or fee schedules. The snapshot flags several activity markers as negative: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser (per the snapshot), is not newly formed, and is not a pension consultant or related adviser. Those negative flags, combined with the lack of disclosed advisory or business activity descriptions, make it difficult to determine the firm’s target client types or investment approach from the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Wesley Gilbreath

    Wesley Gilbreath

    Chief Financial OfficerCRD 7294886

  • Ginnie Patterson

    Ginnie Patterson

    Deputy Chief Compliance OfficerCRD 6329958

  • Andrea Baker

    Andrea Baker

    Chief Financial OfficerCRD 5533991

Unlock 5 more executives

Contacts

3 of 117
  • Brian Shea

    Brian Shea

    Regional Vice PresidentCRD 5993815

  • David Janecek

    Registered RepresentativeCRD 2268600

  • Desiree Besharatzadeh

    Financial AdvisorCRD 4461655

Unlock 114 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
16767 N Perimeter Dr
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth