Integrity Dynamic Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 170410
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Integrity Dynamic Investments LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis. Its client base is individual and family investors rather than institutional or pooled capital. FINTRX data indicate the adviser is not positioned as a capital allocator or pension consultant, does not report active ESG investing, and is not registered as a multi-state adviser. Business activity centers on discretionary portfolio management rather than running external funds or acting as a third‑party allocator. The adviser’s practice profile and regulatory disclosures show a narrow, client-focused operation rather than a broad wealth-management platform.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities82%
- Cash & Cash Equivalents18%
Contacts
1 of 1Jonathan Fisk
Senior Portfolio ManagerCRD 1492500
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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