INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL

RIASEC RegisteredEst. 2016

Total AUM

$90.9M

Discretionary

$90.7M

100% of AUM

Avg account

$469K

Accounts

194

Employees

Advisory reps

Firm details

Headquarters: LAKEWOOD, Colorado
CRD number: 115961
Registered since: March 9, 2016
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals88.73%
HNWI11%
Investment Companies0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Integrity Prosperity Security (Ips) Strategic Capital is an independent registered investment adviser organized as a corporation and operating since 2016. The firm serves both individual and family clients as well as institutional accounts. Revenue is generated through a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The adviser also operates an insurance brokerage and offers a broad set of advisory services that include financial planning, portfolio management for individuals, small businesses, investment companies and institutions, pension consulting services, and educational workshops and publications. The firm does not present itself as an active ESG investor or as a multi-state adviser, and it does not act as a capital allocator to in-house alternative strategies.