Integrity Investment Portfolios LLC
Firm details
- Headquarters
- Downey, California
- CRD number
- 340113
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Somboon Wongvitavas
Investment BrokerCRD 2544379
Witt Mcdee
Registered RepresentativeCRD 2565292

Shimon Blumenfeld
Finance ManagerCRD 2657386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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