AdvizorPro

Fintegrity

Fintegrity. CRD 292421

Fintegrity logo

CRD: 292421

Fintegrity

Tenafly, NJ
2012666829
$65.3M Total AUM
$65.3M Disc. AUM
-- 3Y CAGR
2 Employees
27 ADV. Clients
8 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

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

See the complete signal summary connected to bridge focus.
See the complete signal summary connected to atlas.
See the complete signal summary connected to zenith capital.
Open the full profile to inspect shifts in prime vector.
Unlock to compare peer behavior around catalyst vertex.
Request access to benchmark trends tied to value.
Full visibility includes strategy notes for signal glacier summit.
Unlock to see real insight on vertex frontier.

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

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

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

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 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $65,282,980

$65.3M Total SMA
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%

Start a free trial and
prospect smarter