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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1David Verbruggen
Director of Business DevelopmentCRD 7368087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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