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, privately owned limited liability company that concentrates on portfolio management with an explicit bias toward fixed-income investing. Registered in 2007 and organized under individual ownership, the firm serves primarily institutional clients while also providing portfolio management for individuals and small businesses. Compensation is a mix of asset-based fees and fixed fees. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and does not advertise pension consulting or related-adviser services.