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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Integrity Financial Corporation
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| CRD # | 137125 |
| SEC # | 801-107275 |
| CIK # | 0001686777 |
| AUM | $680.1 M (2025-04-02) |
| Employees | 22 (91% Investors, 0% Brokers) |
| Phone | 800-794-4015 |
| Address | 680 S Cache St Jackson, WY 83001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,324 | 155.0 |
| (b) Individuals (high net worth individuals) | 267 | 339.5 |
| (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 | 1 | 27.5 |
| (g) Pension and profit sharing plans | 205 | 131.4 |
| (h) Charitable organizations | 5 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 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 | 23 | 22.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,825 | 680.1 |
| By Discretionary | ||
| Discretionary | 1,644 | 563.8 |
| Non-Discretionary | 181 | 116.2 |
| Total | 1,825 | 680.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 680.1 | |
| Total | 1,825 | 680.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001686777] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Integrity Capital Income Fund, Inc. | |
| Integrity Trust Company, LLC |
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