Lenz Integrity Financial
Firm details
- Headquarters
- ,
- CRD number
- 308335
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals95.56%
- Charitable Organizations4.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lenz Integrity Financial operates as a sole proprietorship and is classified as an independent Registered Investment Advisor (RIA). The firm primarily serves individual and family clients, as well as institutional clients, offering a range of financial planning services and portfolio management tailored to individuals and small businesses. The firm does not engage in active ESG investing and is not a multi-state adviser. Its fee structure includes a percentage of assets under management, hourly charges, and fixed fees.
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
- Exchange Traded Equities70%
- Derivatives15%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1Daryan Lenz
CEOCRD 4866464
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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