Integrity Investing

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Happy Valley, Oregon
CRD number
340276
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Integrity Investing is organized as a limited liability company and is registered at the state level in Oregon. The firm describes its primary advisory activity as portfolio management for individuals and small businesses and charges clients on a percentage-of-assets-under-management fee schedule. It does not identify itself as an ESG investor, does not operate as a multi-state adviser, and does not list activities such as pension consulting or related-adviser arrangements. The firm is not positioned as a capital allocator; its model appears focused on discretionary asset management for private clients rather than running private funds or committing capital directly.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • David Verbruggen

    David Verbruggen

    Director of Business DevelopmentCRD 7368087

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth