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INTEGRITY ALLIANCE, LLC
URBANDALE, IA
877-886-1939
SEC #801-69742Total AUM
$5.4B
Employees
400Clients
10,885Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4135 NW URBANDALE DR
URBANDALE
IA 50322
United States
URBANDALE
IA 50322
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
877-886-1939
Other Offices
128
Financials
Total AUM
$5.4B
Accounts
20,448Discretionary
$4.5B
Accounts
18,318Non-Discretionary
$957M
Accounts
2,130
Clients
Individual Clients
9,578AUM
$2.2B
HNW Individual Clients
1,082AUM
$2.7B
Pension/Profit Sharing Plan Clients
125AUM
$365.3M
Charitable Organization Clients
5AUM
$6.5M
Corporation or Business Clients
95AUM
$200.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.