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Building 2INTEGRITY FINANCIAL PLANNERS

Map pinBROOKINGS, OR
Phone541.469.4080
NotebookSEC #801-70129
Total AUM
$17.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
610 5TH STREET
BROOKINGS
OR 97415
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
541.469.4080

ReceiptFinancials

Total AUM
$17.6M
Accounts
87
Discretionary
$16.4M
Accounts
81
Non-Discretionary
$1.2M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE MATRIX

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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