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Building 2INTEGRITY WEALTH LLC

Map pinEUGENE, OR
Phone(541) 650-6061
NotebookSEC #801-130226
Total AUM
$304.8M
Employees
6
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 EXECUTIVE PARKWAY
SUITE 430
EUGENE
OR 97401
United States
Operating Hours
8:30AM TO 4:00PM
Monday - Friday
Phone
(541) 650-6061
Other Offices
1

ReceiptFinancials

Total AUM
$304.8M
Accounts
831
Discretionary
$283.5M
Accounts
828
Non-Discretionary
$21.4M
Accounts
3

ContactClients

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Individual Clients
125
AUM
$44M
HNW Individual Clients
120
AUM
$238.2M
Pension/Profit Sharing Plan Clients
1
AUM
$21.4M
Charitable Organization Clients
1
AUM
$576K
Corporation or Business Clients
1
AUM
$653.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANMORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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