INTEGRITY WEALTH SOLUTIONS LLC
Total AUM
$369M
Employees
2Clients
190Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4725 S. MONACO STREET
SUITE 335
DENVER
CO 80237
United States
SUITE 335
DENVER
CO 80237
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
3037165777
Financials
Total AUM
$369M
Accounts
730Discretionary
$369M
Accounts
729Non-Discretionary
$6.8K
Accounts
1
Clients
Individual Clients
115AUM
$56M
HNW Individual Clients
71AUM
$311.6M
Charitable Organization Clients
3AUM
$1.1M
Corporation or Business Clients
1AUM
$223.4K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLMONENHNMTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.