Integritt Investment Management LLC (Stuart)

Integritt Investment Management provides portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Integritt Investment Management: assets under management

The assets under management (AUM) of Integritt Investment Management LLC is $26 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $201.61 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $125 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Integritt Investment Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stuart

The principal office where Integritt Investment Management LLC performs its advisory services is located at 50 Se Ocean Blvd., Stuart, FL 34994, which is also the mailing address of the firm. An additional office of the firm is in Palm Beach Gardens, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-826-6300. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at integritt.com.

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