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INTEGRITY FIXED INCOME MANAGEMENT
651 Bryn Mawr St
Orlando, Florida 32804
Tel: 407-481-2420
About INTEGRITY FIXED INCOME MANAGEMENT
INTEGRITY FIXED INCOME MANAGEMENT, formally registered with the SEC as INTEGRITY FIXED INCOME MANAGEMENT. The firm was established in 03/07/2007. They have over 1 offices throughout the country.
INTEGRITY FIXED INCOME MANAGEMENT is a Orlando, Florida based Financial Planning firm with nearly $729,664,949 assets under management, offering retirement planning & investment advisory services to 48 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135635 |
| SEC# | 801-67633 |
| Assets Managed by Firm | $729,664,949 |
| No. of Clients | 48 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 48 | $729,664,949 |
| Pension and profit sharing plans | 1 | $15,950,863 |
| Charitable organizations | 1 | $36,109,606 |
| Other investment advisers | 2 | $230,368,330 |
| Corporations or other businesses | 1 | $45,353,298 |
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