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Building 2INTEGRITY WEALTH SOLUTIONS LLC

Map pinDENVER, CO
Phone3037165777
NotebookSEC #801-119760
Total AUM
$369M
Employees
2
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4725 S. MONACO STREET
SUITE 335
DENVER
CO 80237
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
3037165777

ReceiptFinancials

Total AUM
$369M
Accounts
730
Discretionary
$369M
Accounts
729
Non-Discretionary
$6.8K
Accounts
1

ContactClients

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Individual Clients
115
AUM
$56M
HNW Individual Clients
71
AUM
$311.6M
Charitable Organization Clients
3
AUM
$1.1M
Corporation or Business Clients
1
AUM
$223.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMONENHNMTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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