Integrity Fixed Income Management

RIASEC RegisteredEst. 2007

Total AUM

$921M

Discretionary

$921M

100% of AUM

Avg account

$20.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Orlando, Florida
CRD number: 135635
Registered since: March 7, 2007
Website: integrityfi.com
Custodians: STATE STREET BANK AND TRUST COMPANY, FIFTH THIRD SECURITIES, INC., REGIONS BANK, SALEM TRUST, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: State / Municipal Government56.16%
Other Investment Advisers27.06%
Charitable Organizations7%
Insurance Companies6.41%
Corporations / Businesses3.37%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Integrity Fixed Income Management is an SEC-registered institutional registered investment adviser organized as a limited liability company and in operation since 2007. The firm is owned by an individual and positions itself as a fixed-income specialist that manages portfolios directly rather than serving primarily as a capital allocator to third-party managers. Its client base is institutional, though its advisory activities extend to portfolio management for individuals and small businesses as well as for businesses and institutions. Fees are charged via a mix of percentage-of-assets and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity.