Integrity Financial Corporation

RIASEC RegisteredEst. 2016

Total AUM

$868M

Discretionary

$686M

79% of AUM

Avg account

$602K

Accounts

1,443

Employees

Advisory reps

Firm details

Headquarters: Jackson, Wyoming
CRD number: 137125
Registered since: February 16, 2016
Website: integrity.financial
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI45.91%
Individuals23.31%
Pension & Profit Sharing Plans22.69%
Pooled Investment Vehicles3.64%
Charitable Organizations2.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Integrity Financial Corporation is an independent, advisor-owned RIA that operates as a capital allocator and charges fees as a percentage of assets under management. The firm serves both individual and family clients as well as institutional clients, and its advisory menu includes financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting, manager selection, and educational seminars. Integrity also functions as an insurance broker and reports an industry affiliation with accounting professionals. The firm does not identify as an active ESG investor. Integrity Financial was SEC-registered in 2016 and is structured as a corporation under individual ownership. Its business model combines traditional wealth management services with selection and allocation to third-party managers.