Integrity Alliance LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Integrity Alliance LLC
CRD #139627
SEC #801-69742
CIK #0001352260
AUM $2.4 B (2025-05-28)
Employees 265 (62% Investors, 76% Brokers)
Phone877-886-1939
Address4135 NW Urbandale Dr
Urbandale, IA 50322
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
3.02.41.81.20.60.02008201420202026
CIK Period
0001352260
Sector Form 13F Holdings Value ($B)
Apple Inc 0.0
Amazon Com Inc 0.0
Microsoft Corp 0.0
Nvidia Corp 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 13,205 2.0
(b) Individuals (high net worth individuals) 759 0.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 16 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 21 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 147 0.1
(n) Other 0 0.0
Total 14,148 2.4
By Discretionary
Discretionary 14,148 2.4
Non-Discretionary 0 0.0
Total 14,148 2.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.4
Total 14,148 2.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001352260]
Comparable Firms State AUM ($B)
TREK Financial LLC
AZ 2.5
Creative Financial Designs Inc
IN 2.5
Deschutes Investment Consulting LLC
OR 2.5
Grove Point Advisors LLC
MD 2.5
Equity Services Inc
VT 2.5
Regal Investment Advisors LLC
MI 2.4
Faircourt Partners LLC
IL 2.4
Main Street Research LLC
CT 2.4
SSB Wealth Management Inc
VA 2.4
AdvisorNet Financial Inc
MN 2.3
Terms | Privacy | Guide
tony@aum13f.com