I
$52.0M Total AUM
$52.0M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-16-2013
- Office Locations
- 1
Office Locations
-- Bratenahl OH
About Integrity First Planners, Inc.
Integrity First Planners, Inc. is a Bratenahl-based RIA. The firm has been operating for 13 years. Managing $52.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$52.0M AVG AUM / ADVISOR
$881.4K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Timber momentum Beacon horizon
Client Personas
Vertex Vertex
Investment Themes
Oak Zenith wave
Investment Vehicles
Oak horizon
Platform
Unison bridge
Services
Summit Alpha Insight Bridge timber Vital matrix Vertex foundation Crest Oak Beacon ridge
Owner & Executives
KENNETH PAUL BUTZE JR
Chief Compliance Officer, President
- CRD
- #2965709
- Ownership
- 75% or more
(651) 819-2577
wave.radial@peakcapital.com
in linkedin.com/in/wave-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,000,000
Equity - Exchange:
22.9% Cash:
16.5% Other:
20.3% Derivatives:
40.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $79,494,965 | 22.9% |
| Cash | $57,278,032 | 16.5% |
| Other | $70,469,336 | 20.3% |
| Derivatives | $139,897,253 | 40.3% |
| Total | $347,139,586 | 100.0% |