Integrity Dynamic Investments LLC

RIASEC Registered
Total AUM
$4.7M
Discretionary
$4.7M
100% of AUM
Avg account
$937K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
170410
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Integrity Dynamic Investments LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis. Its client base is individual and family investors rather than institutional or pooled capital. FINTRX data indicate the adviser is not positioned as a capital allocator or pension consultant, does not report active ESG investing, and is not registered as a multi-state adviser. Business activity centers on discretionary portfolio management rather than running external funds or acting as a third‑party allocator. The adviser’s practice profile and regulatory disclosures show a narrow, client-focused operation rather than a broad wealth-management platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 82%, Cash & Cash Equivalents 18%82%
  • Exchange Traded Equities82%
  • Cash & Cash Equivalents18%

Contacts

1 of 1
  • Jonathan Fisk

    Senior Portfolio ManagerCRD 1492500

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth