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INTEGRITY FINANCIAL CORPORATION
JACKSON, WY
8007944015
SEC #801-107275Total AUM
$868.1M
Employees
21Clients
1,450Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
680 S. CACHE ST.
SUITE 100 - 7403
JACKSON
WY 83001
United States
SUITE 100 - 7403
JACKSON
WY 83001
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
8007944015
Other Offices
5
Financials
Total AUM
$868.1M
Accounts
1,443Discretionary
$685.8M
Accounts
1,257Non-Discretionary
$182.2M
Accounts
186
Clients
Individual Clients
1,045AUM
$202.3M
HNW Individual Clients
164AUM
$398.6M
Pooled Vehicle Clients
1AUM
$31.6M
Pension/Profit Sharing Plan Clients
205AUM
$197M
Charitable Organization Clients
7AUM
$21.5M
Corporation or Business Clients
28AUM
$17.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACTFLMTNENVORPATNTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.