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Integrity Investment Advisors, LLC

● SEC registered since 2018CRD 154131SEC# 801-113631
Export (members)
Reg. AUM
$168M
Employees
3
Accounts
384
Location
—

Integrity Investment Advisors, LLC assets under management

Integrity Investment Advisors, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2018. It reports $168 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/integrityinvestmentadvisorsllcView on SEC.gov ↗

Integrity Investment Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Elizabeth O MoermanMember Of Llc (administrative Only)10-25%2012
Todd Jacob Moerman ControlManaging Member And CcoOver 75%2010

Frequently asked questions

How much does Integrity Investment Advisors, LLC manage?

Integrity Investment Advisors, LLC reports $168 million in regulatory assets under management on its Form ADV.

How many employees does Integrity Investment Advisors, LLC have?

Integrity Investment Advisors, LLC reports 3 employees.

Does Integrity Investment Advisors, LLC disclose fund performance?

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

Contact & registration

Phone303-549-4720
Office hoursBy Appointment Only
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154.5M
Non-discretionary$13.5M
Total (RAUM)$168M