Integrity Investment Portfolios LLC
Firm details
- Headquarters
- Cerritos, California
- CRD number
- 340113
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Integrity Investment Portfolios LLC is organized as an LLC and is positioned as a fee-based advisory business providing portfolio management services to individuals and small businesses. The firm reports a percentage-of-assets fee model and lists portfolio management for private clients as its primary advisory activity. It is not identified in the record as an active ESG investor, a capital allocator, a pension consultant, a related adviser, or 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
Contacts
3 of 3
Somboon Wongvitavas
Investment BrokerCRD 2544379
Witt Mcdee
Registered RepresentativeCRD 2565292
Shimon Blumenfeld
Finance ManagerCRD 2657386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cerritos, CA
Los Angeles
Location
Cerritos, CA
Headquartered in Cerritos, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11662 Jerry St
- Time zone
- PT (UTC-8)
- Office locations
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