$49.1M Total AUM
$42.9M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha catalyst
- Established Date
- 12-17-2015
- Office Locations
- 1
Office Locations
-- Hawthorne CA
About Integrity Asset Management, LLC
Integrity Asset Management is a Hawthorne, CA boutique RIA focused on families, providing personalized financial planning and ongoing portfolio/asset management, including tax and estate planning and insurance guidance. President/owner David Hamer works directly with clients through face-to-face planning to align portfolios to risk tolerance. Portfolios emphasize public funds and ETFs, with Schwab as primary custodian.
Team overview
50 AVG AGE
$49.1M AVG AUM / ADVISOR
$654.9K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Vector meridian Alpha unison Foundation Prime
Client Personas
Optima beacon
Custodian
Summit alpha Focus
Investment Themes
Matrix Value Value insight Vertex
Investment Vehicles
Bridge vector
Services
Catalyst Delta Delta Atlas ember Zenith crest Atlas radial Pioneer pathway Oak ridge Momentum Optima
Technology
Focus zenith
Owner & Executives
David Edward Hamer
Investment Advisor, President
- CRD
- #6580147
- Ownership
- 75% or more
(832) 965-9434
fusion.optima@primecapital.com
in linkedin.com/in/horizon-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,930,357 | -- |
| Non-Discretionary | $6,186,220 | -- |
| Total | $49,116,577 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,116,577
Public Funds:
11.7% Equity - Exchange:
49.3% Cash:
39.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $83,497,040 | 11.7% |
| Equity - Exchange | $351,829,407 | 49.3% |
| Cash | $278,323,465 | 39.0% |
| Total | $713,649,912 | 100.0% |