INTEGRITY INVESTMENT ADVISORS
INTEGRITY INVESTMENT ADVISORS, LLC Legal Name
Adviser information for INTEGRITY INVESTMENT ADVISORS last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 217 | $81.8M |
| Non-Discretionary | 29 | $22.7M |
| Total | 246 | $104.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 25 | $13.6M |
| HNW Individuals | 35 | $78.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $12.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-113631 |
|---|---|
| SEC ERA File Number | 801-113631 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 154131 |
| Legal Entity Identifier | None |
Principal Office
3275 TWIN HERON CT.FORT COLLINS
CO
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 303-549-4720, Fax: None
Chief Compliance Officer
TODD MOERMAN
MANAGING MEMBER AND CCO
3275 TWIN HERON CT.
FORT COLLINS
CO
United States
Tel:
303-549-4720
T***@**************M
(Full email address available in API data)
Regulatory Contact
LORI NEIDEL
OUTSIDE COMPLIANCE PROVIDER
910 E. BROADWAY STE 209
COLUMBIA
MO
United States
Tel:
573-416-8076
L***@************************M
(Full email address available in API data)
Industry Affiliates
| 365 TAX STRATEGY, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MOERMAN, TODD, JACOB | Individual | – | MANAGING MEMBER AND CCO | 06/2010 | > 75% |
| MOERMAN, ELIZABETH, O | Individual | – | MEMBER OF LLC (ADMINISTRATIVE ONLY) | 01/2012 | 10-25% |