INTEGRITY FINANCIAL CORPORATION

RIASEC RegisteredEst. 2016

Total AUM

$868M

Discretionary

$686M

79% of AUM

Avg account

$602K

Accounts

1,443

Employees

Advisory reps

Firm details

Headquarters: JACKSON, Wyoming
CRD number: 137125
Registered since: February 16, 2016
Website: integrity.financial
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI45.91%
Individuals23.31%
Pension & Profit Sharing Plans22.69%
Pooled Investment Vehicles3.64%
Charitable Organizations2.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Integrity Financial Corporation is an independent registered investment adviser formed in 2016 and owned by an individual. It serves both individual and family clients as well as institutional clients and charges fees based on a percentage of assets under management. The firm also operates as an insurance broker and offers a range of advisory services that include financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, selection of other advisers, educational seminars/workshops, and pension-related consulting offerings. The firm identifies itself as a capital allocator and works with third‑party managers to source investments. It does not self-identify as an active ESG investor. Integrity Financial maintains an affiliation with accounting professionals as part of its industry network.