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INTEGRITY WEALTH SOLUTIONS LLC
4725 S. Monaco Street
Suite 335
Denver, Colorado 80237
Tel: 3037165777
About INTEGRITY WEALTH SOLUTIONS LLC
INTEGRITY WEALTH SOLUTIONS LLC, formally registered with the SEC as INTEGRITY WEALTH SOLUTIONS LLC. The firm was established in 11/09/2020. They have over 1 offices throughout the country.
INTEGRITY WEALTH SOLUTIONS LLC is a Denver, Colorado based Financial Planning firm with nearly $276,561,254 assets under management, offering retirement planning & investment advisory services to 646 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284862 |
| SEC# | 801-119760 |
| Assets Managed by Firm | $276,561,254 |
| No. of Clients | 646 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 646 | $276,561,254 |
| Individuals (other than high net worth individuals) | 100 | $39,120,151 |
| High net worth individuals | 64 | $236,564,405 |
| Charitable organizations | Fewer than 5 clients | $800,193 |
| Corporations or other businesses | Fewer than 5 clients | $76,505 |
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