Integrity Financial Corporation
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Overview
Integrity Financial Corporation is a financial advisory firm headquartered in Cheyenne, Wyoming. The firm manages $462.7 million in total assets over 1,469 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). It has a small team, including 18 financial advisors. Integrity Financial Corporation is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as options, equities and bonds.
Integrity Financial Corporation manages more than half of the company's accounts in a discretionary manner. Discretionary management means that transaction decisions are made by an investment advisor without needing to seek the customer's approval. The company also has 218 non-discretionary accounts totaling $63.5 million in assets under management. The company supervises about $314,985 for each customer account. The average financial advisor at Integrity Financial Corporation oversees around 82 client accounts.
Integrity Financial Corporation's central office is located at 2515 Warren Ave, Suite 500, Cheyenne, Wyoming 82001. The company is legally permitted to provide services to customers throughout 14 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Integrity Financial Corporation by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$462.7 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
21
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,469
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$315.0 thousand
Products and Services
Integrity Financial Corporation provides multiple services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. In the last fiscal year, the company provided 1000 of its accounts with financial planning services. Integrity Financial Corporation is not engaged in selling products or offering services aside from investment advice to its investment advisory clients. The company also has a number of financial industry affiliations, including with an accountant or accounting firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Integrity Financial Corporation.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Integrity Financial Corporation manages money for a number of different investors. The firm works with retail investors, high net worth investors, pension plans, charitable organizations, insurance companies and corporations. Out of its 1,469 accounts, Integrity Financial Corporation's largest client is retail investors, although it also caters to 126 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 8.55%
- Other Individuals - 74.29%
- Corporations - 16.82%
- Charitable Organizations - 0.34%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Integrity Financial Corporation does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Integrity Financial Corporation
Cheyenne, WY
Sacramento, CA
Cheyenne, WY
Cheyenne, WY
Malibu, CA
Cheyenne, WY
Cheyenne, WY
Kennewick, WA
Malibu, CA
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