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Building 2INTEGRITY INVESTMENT ADVISORS

Map pin
Phone303-549-4720
NotebookSEC #801-113631
Total AUM
$394.3M
Employees
4
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
303-549-4720

ReceiptFinancials

Total AUM
$394.3M
Accounts
512
Discretionary
$385.8M
Accounts
494
Non-Discretionary
$8.5M
Accounts
18

ContactClients

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Individual Clients
40
AUM
$30.7M
HNW Individual Clients
77
AUM
$363.5M

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNCNHTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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