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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- North crestOak harbor
- Established Date
- 11-02-2022
- Office Locations
- 2
Office Locations
About Integrity Financial Group
Integrity Financial Group is a boutique wealth management firm focused on holistic planning that combines insurance planning with investment strategy to build reliable retirement income (“self-made pension”) for individuals and families. The team provides personalized financial planning and portfolio construction, with retirement readiness and family protection as core use cases. Fort Worth, TX-based; works with the AssetMark platform.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN SCOTT COINER
Financial Advisor, PRINCIPAL
- CRD
- #5838325
- Ownership
- 75% or more
Eric Joseph McMahan
Chief Compliance Officer, Financial Advisor
- CRD
- #6147868
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jarrod S Warren
--
- CRD
- #5410434
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,145,436 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,145,436 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,145,436
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $167,349,705 | 13.7% |
| Public Funds | $384,782,169 | 31.5% |
| Cash | $669,398,821 | 54.8% |
| Total | $1,221,530,695 | 100.0% |