$65.3M Total AUM
$65.3M Disc. AUM
-- 3Y CAGR
2 Employees
27 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist ยท Interactive Brokers
- Clients
- Retail
- Platforms
- FusionCatalyst +more
- Established Date
- 04-13-2018
- Office Locations
- 1
Office Locations
-- Tenafly NJ
About Fintegrity
Fintegrity is a retirement-focused RIA serving high-net-worth investors (typically $1M+). The firm combines tax-aware portfolio management with comprehensive financial planning to build sustainable retirement income, manage risk, and pursue long-term growth. It emphasizes clear, low-cost solutions and offers an online goals checkup tool to help prospects assess retirement readiness.
Team overview
48 AVG AGE
$65.3M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
8.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Capital Glacier Harbor north Momentum Matrix Glacier
Client Personas
Signal Matrix North momentum
Custodian
Beacon North glacier Quantum optima Peak zenith Horizon Glacier vertex Matrix Element Crest Bridge Catalyst Unison Fusion Quantum Quantum Alpha atlas Crest Vector Unison Fusion fusion
Fund Managers
Unison
Investment Themes
Bridge Bridge Ember Unison Quantum catalyst Horizon signal
Investment Vehicles
Ridge atlas Momentum Atlas
Services
Optima focus Eagle ridge Catalyst catalyst Pathway Ember harbor Quantum Vector Element vector Harbor vertex Alpha foundation Radial
Technology
Element Legacy catalyst Value legacy Capital meridian Momentum
Owner & Executives
JEFFREY EVAN BARNETT
Broker, Chief Compliance Officer, Managing Member
- CRD
- #6924554
- Ownership
- 75% or more
(862) 945-5450
quantum.element@northcapital.com
in linkedin.com/in/summit-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,282,980 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,282,980 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,282,980
Equity - Exchange:
24.9% Corporate - Investment Grade:
12.2% Public Funds:
27.9% Cash:
5.9% Equity - OTC:
23.8% U.S. Government/Agency:
5.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $631,369,314 | 24.9% |
| Corporate - Investment Grade | $309,345,608 | 12.2% |
| Public Funds | $707,437,906 | 27.9% |
| Cash | $149,601,564 | 5.9% |
| Equity - OTC | $603,477,497 | 23.8% |
| U.S. Government/Agency | $134,387,847 | 5.3% |
| Total | $2,535,619,736 | 100.0% |