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Integrity Alliance, LLC

● SEC registered since 2008CRD 139627SEC# 801-69742Urbandale, IA
Export (members)
Reg. AUM
$2.41B
Employees
265
Accounts
14,148
Location
Urbandale, IA

Integrity Alliance, LLC assets under management

Integrity Alliance, LLC is a registered investment adviser overseen by the SEC based in Urbandale, IA. The firm has been registered since 2008. It reports $2.4 billion in regulatory assets under management and employs 265 people.
www.integritywealth.com/wealthView on SEC.gov ↗

Integrity Alliance, LLC owners & executives

12 reported
NameTitleOwnershipSince
American Independent Marketing, LLC ControlDirect OwnerOver 75%2021
Andrea K Baker ControlChief Financial Officer/FinopUnder 5%2016
Andrew Allen Osby ControlChief Investment OfficerUnder 5%2017
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Frequently asked questions

How much does Integrity Alliance, LLC manage?

Integrity Alliance, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Integrity Alliance, LLC have?

Integrity Alliance, LLC reports 265 employees.

Where is Integrity Alliance, LLC located?

Integrity Alliance, LLC is based in Urbandale, IA and has been SEC-registered since 2008.

Does Integrity Alliance, LLC disclose fund performance?

Integrity Alliance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4135 NW Urbandale Dr, Urbandale, IA 50322
Phone877-886-1939
Fax800-541-7986
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1352260
Discloses disciplinary historyYes

Assets under management

Discretionary$2.41B
Non-discretionary$0
Total (RAUM)$2.41B