INTEGRITY INVESTMENT ADVISORS
Total AUM
$394.3M
Employees
4Clients
117Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
303-549-4720
Financials
Total AUM
$394.3M
Accounts
512Discretionary
$385.8M
Accounts
494Non-Discretionary
$8.5M
Accounts
18
Clients
Individual Clients
40AUM
$30.7M
HNW Individual Clients
77AUM
$363.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLNCNHTXWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.