Integrity Investment Advisors
Firm details
- Headquarters
- ,
- CRD number
- 154131
- Registered since
- July 20, 2018
- Website
- www.integrityia.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.2%
- Individuals7.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Integrity Investment Advisors is an independent, SEC-registered registered investment adviser formed as an LLC and operating under individual ownership. The firm focuses on serving individual and family clients and offers a mix of fee arrangements, including percentage-of-AUM, hourly, and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, management for business or institutional accounts, pension consulting, and selection of other advisers. Integrity identifies as a capital allocator that directs client capital to external managers rather than exclusively managing all strategies in-house. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities30%
- Cash & Cash Equivalents3%
- Private Funds1%
Contacts
3 of 3
Todd Moerman
Managing PartnerCRD 5806129
Elizabeth Moerman
MemberCRD 6247250
Robert Hamilton
Lead PlannerCRD 6331348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$164M in ETFs
69%
$113M
30%
$51.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $44.2M | 67,728 | 26.93% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
MN Wealth Advisors, LLC
RIAOverland Park, KS
Vawter Financial Ltd
RIAColumbus, OH
The Retirement Planning Company Of New England, Inc.
RIAWarwick, RI
Aegon Real Assets US
RIACedar Rapids, IA
Attinger, LLC
RIAPhiladelphia, PA
Signet Investment Advisory Group, Inc.
RIAProvidence, RI