MUTUAL FUND PROTECTION SERVICE
Legal name: INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL
CRD #115961 SEC #801-107321 DENVER, CO 303-697-3174
SEC Registered
Total AUM
$87.5M
Discretionary
$85.1M
Employees
4
Clients
51
Accounts
198
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $102M | $99.6M | $2.4M | 4 | 0 |
| Mar 2025 | $87.5M | $85.1M | $2.4M | 4 | 0 |
| Jan 2025 | $87.5M | $85.1M | $2.4M | 4 | 0 |
| Mar 2023 | $72.8M | $66.6M | $6.1M | 4 | 0 |
| Mar 2022 | $79.8M | $76.4M | $3.5M | 4 | 0 |
| Mar 2021 | $69.4M | $65.5M | $3.9M | 5 | 0 |
| Jun 2020 | $72.2M | $62.9M | $9.4M | 6 | 0 |
| Mar 2020 | $72.2M | $62.9M | $9.4M | 6 | 0 |
| Mar 2019 | $77.3M | $59.2M | $18.1M | 4 | 0 |
| Mar 2018 | $79.6M | $64.5M | $15.2M | 4 | 0 |
| Feb 2017 | $72.2M | $57.3M | $14.9M | 4 | 240 |
| Mar 2016 | $76M | $61.7M | $14.3M | 5 | 250 |
| Feb 2016 | $76M | $61.7M | $14.3M | 5 | 250 |
| Jun 2012 | $52.6M | $48.9M | $3.7M | 1 | 250 |
| Jun 2012 | $52.6M | $48.9M | $3.7M | 1 | 250 |
| Feb 2012 | $52.6M | $48.9M | $3.7M | 1 | 250 |
| Feb 2011 | $51M | $48.3M | $2.7M | 5 | -- |
| Sep 2007 | $40.6M | $40.6M | $0 | 5 | -- |
| Sep 2007 | $40.6M | $40.6M | $0 | 5 | -- |
| Aug 2007 | $40.6M | $40.6M | $0 | 5 | -- |
DateMar 2025
Total AUM$102M
Discretionary$99.6M
Non-Disc.$2.4M
Employees4
Clients0
DateMar 2025
Total AUM$87.5M
Discretionary$85.1M
Non-Disc.$2.4M
Employees4
Clients0
DateJan 2025
Total AUM$87.5M
Discretionary$85.1M
Non-Disc.$2.4M
Employees4
Clients0
DateMar 2023
Total AUM$72.8M
Discretionary$66.6M
Non-Disc.$6.1M
Employees4
Clients0
DateMar 2022
Total AUM$79.8M
Discretionary$76.4M
Non-Disc.$3.5M
Employees4
Clients0
DateMar 2021
Total AUM$69.4M
Discretionary$65.5M
Non-Disc.$3.9M
Employees5
Clients0
DateJun 2020
Total AUM$72.2M
Discretionary$62.9M
Non-Disc.$9.4M
Employees6
Clients0
DateMar 2020
Total AUM$72.2M
Discretionary$62.9M
Non-Disc.$9.4M
Employees6
Clients0
DateMar 2019
Total AUM$77.3M
Discretionary$59.2M
Non-Disc.$18.1M
Employees4
Clients0
DateMar 2018
Total AUM$79.6M
Discretionary$64.5M
Non-Disc.$15.2M
Employees4
Clients0
DateFeb 2017
Total AUM$72.2M
Discretionary$57.3M
Non-Disc.$14.9M
Employees4
Clients240
DateMar 2016
Total AUM$76M
Discretionary$61.7M
Non-Disc.$14.3M
Employees5
Clients250
DateFeb 2016
Total AUM$76M
Discretionary$61.7M
Non-Disc.$14.3M
Employees5
Clients250
DateJun 2012
Total AUM$52.6M
Discretionary$48.9M
Non-Disc.$3.7M
Employees1
Clients250
DateJun 2012
Total AUM$52.6M
Discretionary$48.9M
Non-Disc.$3.7M
Employees1
Clients250
DateFeb 2012
Total AUM$52.6M
Discretionary$48.9M
Non-Disc.$3.7M
Employees1
Clients250
DateFeb 2011
Total AUM$51M
Discretionary$48.3M
Non-Disc.$2.7M
Employees5
Clients--
DateSep 2007
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees5
Clients--