INTEGRITY ALLIANCE, LLC
CRD #139627 SEC #801-69742 URBANDALE, IA 877-886-1939
SEC Registered Broker-Dealer Disclosures
Total AUM
$2.4B
Discretionary
$2.4B
Employees
265
Clients
26
Accounts
14,148
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.4B | $2.4B | $0 | 265 | 5 |
| Dec 2025 | $2.4B | $2.4B | $0 | 265 | 5 |
| Sep 2025 | $2.4B | $2.4B | $0 | 265 | 5 |
| Sep 2025 | $2.4B | $2.4B | $0 | 265 | 5 |
| Sep 2025 | $2.4B | $2.4B | $0 | 265 | 5 |
| May 2025 | $2.4B | $2.4B | $0 | 265 | 5 |
| Mar 2025 | $2.4B | $2.4B | $0 | 265 | 5 |
| Dec 2024 | $2B | $954M | $1B | 260 | 10 |
| Nov 2024 | $2B | $954M | $1B | 260 | 10 |
| Oct 2024 | $2B | $954M | $1B | 260 | 10 |
| Sep 2024 | $2B | $954M | $1B | 260 | 10 |
| Jun 2024 | $2B | $954M | $1B | 260 | 10 |
| May 2024 | $2B | $954M | $1B | 260 | 10 |
| Feb 2024 | $2B | $954M | $1B | 260 | 10 |
| Sep 2023 | $1.4B | $760.2M | $599.9M | 224 | 21 |
| Jun 2023 | $1.4B | $760.2M | $599.9M | 224 | 21 |
| Mar 2023 | $1.4B | $760.2M | $599.9M | 224 | 21 |
| Nov 2022 | $1.2B | $694.9M | $522.6M | 248 | 21 |
| Nov 2022 | $1.2B | $694.9M | $522.6M | 248 | 21 |
| Mar 2022 | $1.2B | $694.9M | $522.6M | 248 | 21 |
| Jul 2021 | $940.5M | $495.4M | $445.1M | 235 | 29 |
| Mar 2021 | $940.5M | $495.4M | $445.1M | 235 | 29 |
| Jun 2020 | $603.2M | $360.7M | $242.5M | 217 | 23 |
| Mar 2020 | $603.2M | $360.7M | $242.5M | 217 | 23 |
| Oct 2019 | $519.8M | $326.9M | $192.9M | 214 | 47 |
| Aug 2019 | $519.8M | $326.9M | $192.9M | 214 | 47 |
| Mar 2019 | $450.5M | $293.6M | $156.9M | 206 | 47 |
| Aug 2018 | $361.7M | $219.9M | $141.8M | 165 | 5 |
| May 2018 | $361.7M | $219.9M | $141.8M | 165 | 5 |
| Mar 2018 | $361.7M | $219.9M | $141.8M | 165 | 5 |
| Dec 2017 | $289.8M | $191.7M | $98M | 159 | 5 |
| Sep 2017 | $247.7M | $94.2M | $153.5M | 113 | 1,700 |
| Mar 2017 | $247.7M | $94.2M | $153.5M | 113 | 1,700 |
| Dec 2016 | $167.4M | $72.3M | $95.1M | 97 | 1,300 |
| Sep 2016 | $167.4M | $72.3M | $95.1M | 97 | 1,300 |
| Aug 2016 | $167.4M | $72.3M | $95.1M | 97 | 1,300 |
| Jul 2016 | $167.4M | $72.3M | $95.1M | 97 | 1,300 |
| Jun 2016 | $167.4M | $72.3M | $95.1M | 97 | 1,300 |
| May 2016 | $167.4M | $72.3M | $95.1M | 97 | 1,300 |
| Mar 2016 | $167.4M | $72.3M | $95.1M | 97 | 1,300 |
| Jan 2016 | $138.8M | $44.8M | $94M | 97 | 1,500 |
| Jun 2015 | $138.8M | $44.8M | $94M | 97 | 1,500 |
| Jun 2015 | $138.8M | $44.8M | $94M | 97 | 1,500 |
| Apr 2015 | $138.8M | $44.8M | $94M | 97 | 1,500 |
| Mar 2015 | $138.8M | $44.8M | $94M | 97 | 1,500 |
| Nov 2014 | $158.6M | $26.3M | $132.4M | 130 | 1,800 |
| Jul 2014 | $158.6M | $26.3M | $132.4M | 130 | 1,800 |
| Jul 2014 | $158.6M | $26.3M | $132.4M | 130 | 1,800 |
| Mar 2014 | $158.6M | $26.3M | $132.4M | 130 | 1,800 |
| Dec 2013 | $161.3M | $0 | $161.3M | 125 | 1,459 |
| Nov 2013 | $161.3M | $0 | $161.3M | 125 | 1,459 |
| Oct 2013 | $161.3M | $0 | $161.3M | 125 | 1,459 |
| Jun 2013 | $161.3M | $0 | $161.3M | 125 | 1,459 |
| Jun 2013 | $161.3M | $0 | $161.3M | 125 | 1,459 |
| Apr 2013 | $161.3M | $0 | $161.3M | 125 | 1,459 |
| Apr 2013 | $161.3M | $0 | $161.3M | 125 | 1,459 |
| Feb 2013 | $86.2M | $0 | $86.2M | 119 | 800 |
| Aug 2012 | $86.2M | $0 | $86.2M | 51 | 800 |
| Jul 2012 | $86.2M | $0 | $86.2M | 51 | 800 |
| May 2012 | $86.2M | $0 | $86.2M | 51 | 800 |
| Apr 2012 | $86.2M | $0 | $86.2M | 51 | 800 |
| Apr 2012 | $86.2M | $0 | $86.2M | 51 | 800 |
| Apr 2012 | $86.2M | $0 | $86.2M | 51 | 800 |
| Mar 2012 | $86.2M | $0 | $86.2M | 51 | 800 |
| Apr 2011 | $45.5M | $0 | $45.5M | 51 | -- |
| Mar 2011 | $45.5M | $0 | $45.5M | 51 | -- |
DateDec 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees265
Clients5
DateDec 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees265
Clients5
DateSep 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees265
Clients5
DateSep 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees265
Clients5
DateSep 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees265
Clients5
DateMay 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees265
Clients5
DateMar 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees265
Clients5
DateDec 2024
Total AUM$2B
Discretionary$954M
Non-Disc.$1B
Employees260
Clients10
DateNov 2024
Total AUM$2B
Discretionary$954M
Non-Disc.$1B
Employees260
Clients10
DateOct 2024
Total AUM$2B
Discretionary$954M
Non-Disc.$1B
Employees260
Clients10
DateSep 2024
Total AUM$2B
Discretionary$954M
Non-Disc.$1B
Employees260
Clients10
DateJun 2024
Total AUM$2B
Discretionary$954M
Non-Disc.$1B
Employees260
Clients10
DateMay 2024
Total AUM$2B
Discretionary$954M
Non-Disc.$1B
Employees260
Clients10
DateFeb 2024
Total AUM$2B
Discretionary$954M
Non-Disc.$1B
Employees260
Clients10
DateSep 2023
Total AUM$1.4B
Discretionary$760.2M
Non-Disc.$599.9M
Employees224
Clients21
DateJun 2023
Total AUM$1.4B
Discretionary$760.2M
Non-Disc.$599.9M
Employees224
Clients21
DateMar 2023
Total AUM$1.4B
Discretionary$760.2M
Non-Disc.$599.9M
Employees224
Clients21
DateNov 2022
Total AUM$1.2B
Discretionary$694.9M
Non-Disc.$522.6M
Employees248
Clients21
DateNov 2022
Total AUM$1.2B
Discretionary$694.9M
Non-Disc.$522.6M
Employees248
Clients21
DateMar 2022
Total AUM$1.2B
Discretionary$694.9M
Non-Disc.$522.6M
Employees248
Clients21
DateJul 2021
Total AUM$940.5M
Discretionary$495.4M
Non-Disc.$445.1M
Employees235
Clients29
DateMar 2021
Total AUM$940.5M
Discretionary$495.4M
Non-Disc.$445.1M
Employees235
Clients29
DateJun 2020
Total AUM$603.2M
Discretionary$360.7M
Non-Disc.$242.5M
Employees217
Clients23
DateMar 2020
Total AUM$603.2M
Discretionary$360.7M
Non-Disc.$242.5M
Employees217
Clients23
DateOct 2019
Total AUM$519.8M
Discretionary$326.9M
Non-Disc.$192.9M
Employees214
Clients47
DateAug 2019
Total AUM$519.8M
Discretionary$326.9M
Non-Disc.$192.9M
Employees214
Clients47
DateMar 2019
Total AUM$450.5M
Discretionary$293.6M
Non-Disc.$156.9M
Employees206
Clients47
DateAug 2018
Total AUM$361.7M
Discretionary$219.9M
Non-Disc.$141.8M
Employees165
Clients5
DateMay 2018
Total AUM$361.7M
Discretionary$219.9M
Non-Disc.$141.8M
Employees165
Clients5
DateMar 2018
Total AUM$361.7M
Discretionary$219.9M
Non-Disc.$141.8M
Employees165
Clients5
DateDec 2017
Total AUM$289.8M
Discretionary$191.7M
Non-Disc.$98M
Employees159
Clients5
DateSep 2017
Total AUM$247.7M
Discretionary$94.2M
Non-Disc.$153.5M
Employees113
Clients1,700
DateMar 2017
Total AUM$247.7M
Discretionary$94.2M
Non-Disc.$153.5M
Employees113
Clients1,700
DateDec 2016
Total AUM$167.4M
Discretionary$72.3M
Non-Disc.$95.1M
Employees97
Clients1,300
DateSep 2016
Total AUM$167.4M
Discretionary$72.3M
Non-Disc.$95.1M
Employees97
Clients1,300
DateAug 2016
Total AUM$167.4M
Discretionary$72.3M
Non-Disc.$95.1M
Employees97
Clients1,300
DateJul 2016
Total AUM$167.4M
Discretionary$72.3M
Non-Disc.$95.1M
Employees97
Clients1,300
DateJun 2016
Total AUM$167.4M
Discretionary$72.3M
Non-Disc.$95.1M
Employees97
Clients1,300
DateMay 2016
Total AUM$167.4M
Discretionary$72.3M
Non-Disc.$95.1M
Employees97
Clients1,300
DateMar 2016
Total AUM$167.4M
Discretionary$72.3M
Non-Disc.$95.1M
Employees97
Clients1,300
DateJan 2016
Total AUM$138.8M
Discretionary$44.8M
Non-Disc.$94M
Employees97
Clients1,500
DateJun 2015
Total AUM$138.8M
Discretionary$44.8M
Non-Disc.$94M
Employees97
Clients1,500
DateJun 2015
Total AUM$138.8M
Discretionary$44.8M
Non-Disc.$94M
Employees97
Clients1,500
DateApr 2015
Total AUM$138.8M
Discretionary$44.8M
Non-Disc.$94M
Employees97
Clients1,500
DateMar 2015
Total AUM$138.8M
Discretionary$44.8M
Non-Disc.$94M
Employees97
Clients1,500
DateNov 2014
Total AUM$158.6M
Discretionary$26.3M
Non-Disc.$132.4M
Employees130
Clients1,800
DateJul 2014
Total AUM$158.6M
Discretionary$26.3M
Non-Disc.$132.4M
Employees130
Clients1,800
DateJul 2014
Total AUM$158.6M
Discretionary$26.3M
Non-Disc.$132.4M
Employees130
Clients1,800
DateMar 2014
Total AUM$158.6M
Discretionary$26.3M
Non-Disc.$132.4M
Employees130
Clients1,800
DateDec 2013
Total AUM$161.3M
Discretionary$0
Non-Disc.$161.3M
Employees125
Clients1,459
DateNov 2013
Total AUM$161.3M
Discretionary$0
Non-Disc.$161.3M
Employees125
Clients1,459
DateOct 2013
Total AUM$161.3M
Discretionary$0
Non-Disc.$161.3M
Employees125
Clients1,459
DateJun 2013
Total AUM$161.3M
Discretionary$0
Non-Disc.$161.3M
Employees125
Clients1,459
DateJun 2013
Total AUM$161.3M
Discretionary$0
Non-Disc.$161.3M
Employees125
Clients1,459
DateApr 2013
Total AUM$161.3M
Discretionary$0
Non-Disc.$161.3M
Employees125
Clients1,459
DateApr 2013
Total AUM$161.3M
Discretionary$0
Non-Disc.$161.3M
Employees125
Clients1,459
DateFeb 2013
Total AUM$86.2M
Discretionary$0
Non-Disc.$86.2M
Employees119
Clients800
DateAug 2012
Total AUM$86.2M
Discretionary$0
Non-Disc.$86.2M
Employees51
Clients800
DateJul 2012
Total AUM$86.2M
Discretionary$0
Non-Disc.$86.2M
Employees51
Clients800
DateMay 2012
Total AUM$86.2M
Discretionary$0
Non-Disc.$86.2M
Employees51
Clients800
DateApr 2012
Total AUM$86.2M
Discretionary$0
Non-Disc.$86.2M
Employees51
Clients800
DateApr 2012
Total AUM$86.2M
Discretionary$0
Non-Disc.$86.2M
Employees51
Clients800
DateApr 2012
Total AUM$86.2M
Discretionary$0
Non-Disc.$86.2M
Employees51
Clients800
DateMar 2012
Total AUM$86.2M
Discretionary$0
Non-Disc.$86.2M
Employees51
Clients800
DateApr 2011
Total AUM$45.5M
Discretionary$0
Non-Disc.$45.5M
Employees51
Clients--
DateMar 2011
Total AUM$45.5M
Discretionary$0
Non-Disc.$45.5M
Employees51
Clients--