Integrity Investment Portfolios LLC

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
3

Firm details

Headquarters
Downey, California
CRD number
340113
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Integrity Investment Portfolios LLC is a California-based limited liability company that provides advisory portfolio management services focused on individuals and small businesses. The firm is registered with the SEC (registration year: Unknown) and operates under an owner-type classified as an individual proprietor. It charges clients on a percentage-of-assets-under-management basis. The firm’s internal classification is listed as unclassified. Integrity Investment Portfolios does not identify as an active ESG investor, does not act as a capital allocator, and is not flagged as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser according to the available profile.

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

Contacts

3 of 3
  • Somboon Wongvitavas

    Somboon Wongvitavas

    Investment BrokerCRD 2544379

  • Witt Mcdee

    Registered RepresentativeCRD 2565292

  • Shimon Blumenfeld

    Shimon Blumenfeld

    Finance ManagerCRD 2657386

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Downey, CA

Los Angeles

Location

Downey, CA

Headquartered in Downey, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
9411 Firestone Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth