Integrity Prosperity Security (Ips) Strategic Capital

RIASEC RegisteredEst. 2016

Total AUM

$90.9M

Discretionary

$90.7M

100% of AUM

Avg account

$469K

Accounts

194

Employees

Advisory reps

Firm details

Headquarters: Lakewood, Colorado
CRD number: 115961
Registered since: March 9, 2016
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals88.73%
HNWI11%
Investment Companies0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Integrity Prosperity Security (Ips) Strategic Capital is an independent, SEC-registered registered investment adviser organized as a corporation and operating since 2016. The firm is owned by an individual and works with both individual/family and institutional clients. Its advisory toolkit includes financial planning, discretionary portfolio management for individuals, small businesses, investment companies and institutions, pension consulting, and client education through periodicals and seminars. The firm also functions as an insurance broker and offers fee arrangements by percentage of assets under management, hourly billing, and fixed fees. Ips Strategic Capital does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not listed as a dedicated capital allocator. Its mix of services and business activities suggests a hybrid model that combines advisory portfolio management with insurance and retirement-planning solutions.