Integrity Investing, Inc

RIASEC Registered
Total AUM
$58.1M
Discretionary
$58.1M
100% of AUM
Avg account
$599K
Accounts
97
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
118331
Custodians
CHARLES SCHWAB & CO., INC., ETC BROKERAGE SERVICES, LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI92.82%
  • Individuals7.18%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Integrity Investing, Inc. is an independent registered investment adviser focused on serving individuals and families with a blend of financial planning and discretionary portfolio management. The firm charges a mix of fee arrangements—percentage of AUM, hourly fees and fixed fees—allowing flexibility across planning engagements and ongoing asset management. Integrity Investing, Inc. tilts its portfolios toward equities as a primary allocation, using exchange-traded securities as the dominant public vehicle. The firm does not identify as an ESG investor and is not structured as a multi-state or pension consultant adviser; it operates as a small, client-focused RIA that supplements core equity exposure with mutual funds and selected alternative real estate allocations via third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 53%, Public Funds/Mutual Funds 36%, US Government Bonds 5%, Other 5%, Cash & Cash Equivalents 2%53%
  • Exchange Traded Equities53%
  • Public Funds/Mutual Funds36%
  • US Government Bonds5%
  • Other5%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Charles Brinkman

    Investment AdvisorCRD 1845683

  • Timothy Brinkman

    Timothy Brinkman

    Financial PlannerCRD 8165766

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth