Integrity Investing
Firm details
- Headquarters
- Happy Valley, Oregon
- CRD number
- 340276
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Integrity Investing is a privately owned limited liability company providing portfolio management services to individuals and small businesses. The firm operates on a percentage-of-assets-under-management fee model and focuses on managing client portfolios directly rather than acting as a fund manager or capital allocator. Integrity Investing is not positioned as an ESG-focused manager and does not present itself as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Happy Valley, OR
Multnomah
Location
Happy Valley, OR
Headquartered in Happy Valley, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 9750 Se Wyndham Way
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Vision Capital Management Inc
RIAPortland, OR
Hurley Financial Group, Inc.
RIACorvallis, OR
Lettin Wealth Management Group, Inc.
RIALake Oswego, OR
Aldrich Wealth LP
RIALake Oswego, OR
Northwest Capital Management Inc.
RIALake Oswego, OR
Stancorp Investment Advisers, Inc.
RIAPortland, OR