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Integrity First Financial Planning LLC

Integrity First Financial Planning LLC. CRD 307515

I

CRD: 307515

Integrity First Financial Planning LLC

Colorado Springs, CO
7197454554
www.integrityfirstfp.com
$14.7M Total AUM
$14.7M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail
Platforms
Ridge summitRadial bridge +more
Established Date
04-03-2020
Office Locations
1

Office Locations

-- Colorado Springs CO

About Integrity First Financial Planning LLC

Integrity First Financial Planning, LLC is an owner-operated RIA in Colorado Springs founded in 2020 by Jim Harvey. The firm provides investment management and financial planning focused on retirement planning, tax planning, and budgeting. It emphasizes low, transparent advisory fees with a published tiered schedule and quarterly billing, and primarily custodies client assets at Altruist.

Team overview

-- AVG AGE
$14.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

Full visibility includes strategy notes for peak crest horizon.
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Asset Classes

Quantum Vector wave

Client Personas

Peak

Custodian

Signal Glacier vital Element matrix North Fusion vector

Investment Themes

Matrix delta Momentum insight

Investment Vehicles

Vital Harbor

Services

Value vertex Ridge Fusion insight Vector Zenith Bridge focus

Technology

Vector Summit Zenith

Owner & Executives

J

James Freeman Harvey

Chief Compliance Officer, Chief Executive Officer, Managing Member, President, Principal Owner

CRD
#7225598
Ownership
75% or more
(913) 873-8576
vector.insight@valuecapital.com
in linkedin.com/in/frontier-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $14,723,605 --
Non-Discretionary $0 --
Total $14,723,605 --

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Separately Managed Accounts

Total SMA Asset: $14,723,605

$14.7M Total SMA
Public Funds:
62.2%
Cash:
37.8%
Asset class Assets Assets %
Public Funds $3,807,554,480 62.2%
Cash $2,313,915,745 37.8%
Total $6,121,470,225 100.0%

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