|
⚲
|
| Integrity Fixed Income Management LLC
✚
|
|
|---|---|
| CRD # | 135635 |
| SEC # | 801-67633 |
| CIK # | |
| AUM | $844.0 M (2025-03-06) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 407-481-2420 |
| Address | 651 Bryn Mawr St Orlando, FL 32804 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 60.8 |
| (i) State or municipal government entities | 35 | 441.2 |
| (j) Other investment advisers | 3 | 236.1 |
| (k) Insurance companies | 4 | 66.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 39.6 |
| (n) Other | 0 | 0.0 |
| Total | 45 | 844.0 |
| By Discretionary | ||
| Discretionary | 45 | 844.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 45 | 844.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 45.4 | |
| United States Persons | 798.6 | |
| Total | 45 | 844.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Morris & Wells Wealth Management
✚
|
VA | 0.8 |
|
Lafayette Investments Inc
✚
|
MD | 0.8 |
|
Lantz Financial LLC
✚
|
IL | 0.8 |
|
NS Management Ltd
✚
|
0.8 | |
|
Walter & Keenan Wealth Management LLC
✚
|
IN | 0.8 |
|
Alley Investment Management Company LLC
✚
|
IL | 0.8 |
|
Fiduciary Benefits Group
✚
|
0.8 | |
|
Donald L Hagan LLC
✚
|
FL | 0.8 |
|
BRIO Consultants LLC
✚
|
CA | 0.8 |
|
Wahed Invest LLC
✚
|
NY | 0.8 |