Integrity Investment Advisors
Firm details
- Headquarters
- ,
- CRD number
- 154131
- Registered since
- July 20, 2018
- Website
- www.integrityia.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.2%
- Individuals7.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Integrity Investment Advisors is an independent, owner-operated registered investment adviser organized as an LLC and active since 2018. The firm serves individual and family clients and positions itself as a capital allocator that combines financial planning with discretionary portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and the selection of outside advisers. Fee arrangements include percentage-of-AUM charging as well as hourly and fixed-fee engagements. Integrity does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities30%
- Cash & Cash Equivalents3%
- Private Funds1%
Contacts
3 of 3
Todd Moerman
Managing PartnerCRD 5806129
Elizabeth Moerman
MemberCRD 6247250
Robert Hamilton
Lead PlannerCRD 6331348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$206M in ETFs
62%
$127M
35%
$79.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $47.6M | 63,559 | 23.07% |
Location
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Location
, null
Headquartered in , null.
- Office locations
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