Integritas Semper, LLC
Firm details
- Headquarters
- ,
- CRD number
- 152008
- Custodians
- ALTRUIST FINANCIAL LLC, UMB BANK N/A MO
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Integritas Semper, LLC is an independent, individually owned registered investment adviser organized as an LLC that provides portfolio management services to individuals, families and small businesses. The firm charges fees as a percentage of assets under management and reports that it does not operate as a capital allocator. Integritas Semper does not identify as an active ESG investor, is not designated a multi-state adviser, and is not presented as a pension consultant or related adviser.
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
- Cash & Cash Equivalents96%
- Exchange Traded Equities4%
Contacts
1 of 1Thomas Drake
Investment Advisor RepresentativeCRD 3154324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Disciplined Wealth Management, LLC
RIABoardwalk Wealth Management
RIAAnn Arbor, MI
Cornbelt Financial, LLC
RIADenver, CO
Affinity Financial, LLC
RIAMillcreek, UT