INTEGRITY INVESTMENT MANAGEMENT

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

Firm details

Headquarters
HOFFMAN ESTATES, Illinois
CRD number
289080
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Integrity Investment Management operates as a corporation focused on providing financial planning services and portfolio management for individuals and small businesses. The firm adopts a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While it does not actively engage in ESG investing, it offers tailored investment solutions that cater to the unique needs of its clientele.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JACK LUBECKER

    President, CCOCRD 1480507

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOFFMAN ESTATES, IL

LAKE

Location

HOFFMAN ESTATES, IL

Headquartered in HOFFMAN ESTATES, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
LAKE
Address
2300 Barrington Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth