Integrity Investing
Firm details
- Headquarters
- Happy Valley, Oregon
- CRD number
- 340276
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Integrity Investing is a privately owned limited liability company providing portfolio management services to individuals and small businesses. The firm operates on a percentage-of-assets-under-management fee model and focuses on managing client portfolios directly rather than acting as a fund manager or capital allocator. Integrity Investing is not positioned as an ESG-focused manager and does not present itself as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Happy Valley, OR
Multnomah
Location
Happy Valley, OR
Headquartered in Happy Valley, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 9750 Se Wyndham Way
- Time zone
- PT (UTC-8)
- Office locations
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