INTEGRITY FINANCIAL CORPORATION
CRD #137125 SEC #801-107275 JACKSON, WY 8007944015
SEC Registered Private Funds
Total AUM
$680.1M
Discretionary
$563.8M
Employees
22
Clients
--
Accounts
1,825
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $680.1M | $563.8M | $116.2M | 22 | 348 |
| Mar 2025 | $680.1M | $563.8M | $116.2M | 22 | 348 |
| Dec 2024 | $549.1M | $451M | $98.2M | 21 | 328 |
| Mar 2024 | $549.1M | $451M | $98.2M | 21 | 328 |
| Apr 2023 | $462.7M | $399.2M | $63.5M | 21 | 287 |
| Mar 2023 | $462.7M | $399.2M | $63.5M | 21 | 287 |
| Nov 2022 | $553.3M | $485.5M | $67.8M | 19 | 318 |
| May 2022 | $553.3M | $485.5M | $67.8M | 19 | 318 |
| Mar 2022 | $553.3M | $485.5M | $67.8M | 19 | 318 |
| Sep 2021 | $360.9M | $279.8M | $81.1M | 22 | 327 |
| Apr 2021 | $360.9M | $279.8M | $81.1M | 22 | 327 |
| Mar 2021 | $360.9M | $279.8M | $81.1M | 22 | 327 |
| Sep 2020 | $293M | $252.1M | $40.9M | 20 | 393 |
| Jun 2020 | $293M | $252.1M | $40.9M | 20 | 393 |
| Jun 2020 | $293M | $252.1M | $40.9M | 20 | 393 |
| Mar 2020 | $293M | $252.1M | $40.9M | 20 | 393 |
| Mar 2019 | $224.3M | $194.7M | $29.5M | 19 | 393 |
| Apr 2018 | $191M | $161.5M | $29.5M | 15 | 423 |
| Mar 2018 | $191M | $161.5M | $29.5M | 15 | 423 |
| Sep 2017 | $144M | $118.1M | $25.9M | 18 | 1,013 |
| Sep 2017 | $144M | $118.1M | $25.9M | 18 | 1,013 |
| Aug 2017 | $144M | $118.1M | $25.9M | 18 | 1,013 |
| Jul 2017 | $144M | $118.1M | $25.9M | 18 | 1,013 |
| May 2017 | $144M | $118.1M | $25.9M | 18 | 1,013 |
| May 2017 | $144M | $118.1M | $25.9M | 18 | 1,013 |
| Mar 2017 | $144M | $118.1M | $25.9M | 18 | 1,013 |
| Feb 2017 | $117.6M | $89.5M | $28M | 18 | 853 |
| Oct 2016 | $117.6M | $89.5M | $28M | 18 | 853 |
| Oct 2016 | $117.6M | $89.5M | $28M | 18 | 853 |
| Oct 2016 | $117.6M | $89.5M | $28M | 18 | 853 |
| Aug 2016 | $117.6M | $89.5M | $28M | 18 | 853 |
| Aug 2016 | $117.6M | $89.5M | $28M | 18 | 853 |
| Feb 2016 | $117.6M | $89.5M | $28M | 18 | 853 |
| Feb 2016 | $117.6M | $89.5M | $28M | 18 | 853 |
| Feb 2016 | $117.6M | $89.5M | $28M | 18 | 853 |
| Feb 2016 | $117.6M | $89.5M | $28M | 18 | 853 |
DateApr 2025
Total AUM$680.1M
Discretionary$563.8M
Non-Disc.$116.2M
Employees22
Clients348
DateMar 2025
Total AUM$680.1M
Discretionary$563.8M
Non-Disc.$116.2M
Employees22
Clients348
DateDec 2024
Total AUM$549.1M
Discretionary$451M
Non-Disc.$98.2M
Employees21
Clients328
DateMar 2024
Total AUM$549.1M
Discretionary$451M
Non-Disc.$98.2M
Employees21
Clients328
DateApr 2023
Total AUM$462.7M
Discretionary$399.2M
Non-Disc.$63.5M
Employees21
Clients287
DateMar 2023
Total AUM$462.7M
Discretionary$399.2M
Non-Disc.$63.5M
Employees21
Clients287
DateNov 2022
Total AUM$553.3M
Discretionary$485.5M
Non-Disc.$67.8M
Employees19
Clients318
DateMay 2022
Total AUM$553.3M
Discretionary$485.5M
Non-Disc.$67.8M
Employees19
Clients318
DateMar 2022
Total AUM$553.3M
Discretionary$485.5M
Non-Disc.$67.8M
Employees19
Clients318
DateSep 2021
Total AUM$360.9M
Discretionary$279.8M
Non-Disc.$81.1M
Employees22
Clients327
DateApr 2021
Total AUM$360.9M
Discretionary$279.8M
Non-Disc.$81.1M
Employees22
Clients327
DateMar 2021
Total AUM$360.9M
Discretionary$279.8M
Non-Disc.$81.1M
Employees22
Clients327
DateSep 2020
Total AUM$293M
Discretionary$252.1M
Non-Disc.$40.9M
Employees20
Clients393
DateJun 2020
Total AUM$293M
Discretionary$252.1M
Non-Disc.$40.9M
Employees20
Clients393
DateJun 2020
Total AUM$293M
Discretionary$252.1M
Non-Disc.$40.9M
Employees20
Clients393
DateMar 2020
Total AUM$293M
Discretionary$252.1M
Non-Disc.$40.9M
Employees20
Clients393
DateMar 2019
Total AUM$224.3M
Discretionary$194.7M
Non-Disc.$29.5M
Employees19
Clients393
DateApr 2018
Total AUM$191M
Discretionary$161.5M
Non-Disc.$29.5M
Employees15
Clients423
DateMar 2018
Total AUM$191M
Discretionary$161.5M
Non-Disc.$29.5M
Employees15
Clients423
DateSep 2017
Total AUM$144M
Discretionary$118.1M
Non-Disc.$25.9M
Employees18
Clients1,013
DateSep 2017
Total AUM$144M
Discretionary$118.1M
Non-Disc.$25.9M
Employees18
Clients1,013
DateAug 2017
Total AUM$144M
Discretionary$118.1M
Non-Disc.$25.9M
Employees18
Clients1,013
DateJul 2017
Total AUM$144M
Discretionary$118.1M
Non-Disc.$25.9M
Employees18
Clients1,013
DateMay 2017
Total AUM$144M
Discretionary$118.1M
Non-Disc.$25.9M
Employees18
Clients1,013
DateMay 2017
Total AUM$144M
Discretionary$118.1M
Non-Disc.$25.9M
Employees18
Clients1,013
DateMar 2017
Total AUM$144M
Discretionary$118.1M
Non-Disc.$25.9M
Employees18
Clients1,013
DateFeb 2017
Total AUM$117.6M
Discretionary$89.5M
Non-Disc.$28M
Employees18
Clients853
DateOct 2016
Total AUM$117.6M
Discretionary$89.5M
Non-Disc.$28M
Employees18
Clients853
DateOct 2016
Total AUM$117.6M
Discretionary$89.5M
Non-Disc.$28M
Employees18
Clients853
DateOct 2016
Total AUM$117.6M
Discretionary$89.5M
Non-Disc.$28M
Employees18
Clients853
DateAug 2016
Total AUM$117.6M
Discretionary$89.5M
Non-Disc.$28M
Employees18
Clients853
DateAug 2016
Total AUM$117.6M
Discretionary$89.5M
Non-Disc.$28M
Employees18
Clients853
DateFeb 2016
Total AUM$117.6M
Discretionary$89.5M
Non-Disc.$28M
Employees18
Clients853
DateFeb 2016
Total AUM$117.6M
Discretionary$89.5M
Non-Disc.$28M
Employees18
Clients853
DateFeb 2016
Total AUM$117.6M
Discretionary$89.5M
Non-Disc.$28M
Employees18
Clients853
DateFeb 2016
Total AUM$117.6M
Discretionary$89.5M
Non-Disc.$28M
Employees18
Clients853