Integrity Investing, Inc
Firm details
- Headquarters
- ,
- CRD number
- 118331
- Website
- www.integrityinvest.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds36%
- US Government Bonds5%
- Other5%
- Cash & Cash Equivalents2%
Contacts
2 of 2Charles Brinkman
Investment AdvisorCRD 1845683

Timothy Brinkman
Financial PlannerCRD 8165766
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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