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INTEGRITY FINANCIAL CORPORATION
2515 Warren Ave, Suite 500
Cheyenne, Wyoming 82001
Tel: 8007944015
About INTEGRITY FINANCIAL CORPORATION
INTEGRITY FINANCIAL CORPORATION, formally registered with the SEC as INTEGRITY FINANCIAL CORPORATION. The firm was established in 02/16/2016. They have over 7 offices throughout the country.
INTEGRITY FINANCIAL CORPORATION is a Cheyenne, Wyoming based Financial Planning firm with nearly $549,126,443 assets under management, offering retirement planning & investment advisory services to 1629 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137125 |
| SEC# | 801-107275 |
| Assets Managed by Firm | $549,126,443 |
| No. of Clients | 1629 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1629 | $549,126,443 |
| Individuals (other than high net worth individuals) | 1193 | $134,418,704 |
| High net worth individuals | 217 | $250,446,058 |
| Pension and profit sharing plans | 189 | $111,697,628 |
| Charitable organizations | 5 | $3,687,906 |
| Corporations or other businesses | 24 | $25,576,745 |
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