Integrous
RIASEC Registered
Total AUM
$3.9M
Discretionary
$0
0% of AUM
Avg account
$108K
Accounts
36
Employees
4
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 156189
- Website
- www.integrousfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., BENEFIT TRUST COMPANY, FIDELITY DISTRIBUTORS COMPANY LLC, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integrous is a small, independent Registered Investment Adviser organized as a corporation that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with accounting-related services. Its fee model is flexible, offering percentage-of-assets, hourly, and fixed-fee arrangements. Integrous does not identify as an active ESG investor, does not operate across multiple states, and does not act as a capital allocator.
Assets & Accounts
Investments & Alternatives
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 Funds83%
- Exchange Traded Equities8%
- Cash & Cash Equivalents8%
- US Government Bonds1%
Contacts
1 of 1
Kian Nobari
PresidentCRD 4707564
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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