AdvizorPro
Integritas Semper, LLC

Integritas Semper, LLC. CRD 152008

Integritas Semper, LLC logo

CRD: 152008

Integritas Semper, LLC

$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
16 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail
Platforms
--
Established Date
01-05-2010
Office Locations
1

Office Locations

-- Windsor CA

About Integritas Semper, LLC

INTEGRITAS SEMPER, LLC helps regulated businesses build and strengthen ethics and compliance programs, from early-stage setup to advanced program enhancement. The firm uses an analyze-identify-advise-execute approach and provides ongoing, practical support as issues arise. Led by a Certified Compliance & Ethics Professional with 12+ years compliance/ethics experience plus 23 years in paralegal work and training in IT security and networking, with exposure to SEC and other regulatory regimes.

Team overview

-- AVG AGE
$1.8M AVG AUM / ADVISOR
$60.6K AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

T

THOMAS ANTHONY DRAKE

Managing Member

CRD
#3154324
Ownership
75% or more
Available
Available
Available

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 $1,757,153 --
Non-Discretionary $0 --
Total $1,757,153 --

Want deeper insight
into 45,000+ RIAs?

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

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Cash:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
Cash Available Available
Equity - Exchange Available Available
Total Available Available

Continue browsing

View all advisor firms in California

Start a free trial and
prospect smarter