INTEGRITY INVESTMENT PORTFOLIOS LLC

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

Firm details

Headquarters
CERRITOS, California
CRD number
340113
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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
  • Somboon Wongvitavas

    Investment BrokerCRD 2544379

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth