INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL

215 S. Wadsworth Blvd.
Suite 540
Denver, Colorado 80226
Tel: 303-697-3174

About INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL

INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL, formally registered with the SEC as INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL. The firm was established in 03/09/2016. They have over 1 offices throughout the country.

INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL is a Denver, Colorado based Financial Planning firm with nearly $87,469,806 assets under management, offering retirement planning & investment advisory services to 198 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115961
SEC#	801-107321
Assets Managed by Firm	$87,469,806
No. of Clients	198
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Other (INSURANCE & WEALTH TRANSFER STRATEGIES)

Firm Client Information

	No. of Clients	AUM
Firm Total	198	$87,469,806
Individuals (other than high net worth individuals)	198	$87,111,867

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