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INTEGRITY FINANCIAL CORPORATION
CRD 137125 · SEC 801-107275
680 S. CACHE ST., SUITE 100 - 7403, JACKSON, WY, 83001, United States
Phone
8007944015
Fax
8008583010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$868.1M
Discretionary AUM
$685.8M
Team
21 total employees; 0 advisory reps; 365 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1045 | $202.3M |
| High net worth individuals | 164 | $398.6M |
| Pooled investment vehicles | 1 | $31.6M |
| Pension/profit sharing plans | 205 | $197.0M |
| Charitable organizations | 7 | $21.5M |
| Corporations/business entities | 28 | $17.1M |
States served
AZ, CA, MT, NE, NV, OR, PA, TN, WY, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD