Fintegrity
Firm details
- Headquarters
- ,
- CRD number
- 292421
- Website
- fintegrity.com
- Custodians
- ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.27%
- Individuals1.73%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fintegrity is an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm serves primarily individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is a mix of percentage-of-assets and fixed fees. Fintegrity identifies itself as a capital allocator and does not emphasize ESG investing or pension consulting.
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
- Exchange Traded Equities73%
- Investment Grade Corp Bonds13%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities2%
Owners & executives
1 of 1
Jeffrey Barnett
Founder, President and Chief Investment OfficerCRD 6924554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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