I
$58.1M Total AUM
$58.1M Disc. AUM
-- 3Y CAGR
2 Employees
37 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company · ETC Brokerage · Interactive Brokers
- Clients
- Retail
- Platforms
- Legacy catalystPrime vertex +more
- Established Date
- 01-02-1997
- Office Locations
- 1
Office Locations
-- Daleville VA
About Integrity Investing, INC
Integrity Investing, INC is a Daleville-based RIA. The firm has been operating for 29 years. Managing $58.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and ETC Brokerage. Services offered include Estate Planning, Financial Planning, Investment Planning.
Team overview
-- AVG AGE
$29.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
11.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Radial
Custodian
Crest peak
Services
Horizon oak Vertex horizon Optima north
Technology
Zenith Beacon ridge Summit
Owner & Executives
No owner records available.
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Unlock allContacts
C
CHARLES BRADLEY BRINKMAN
Owner
- CRD
- #1845683
(413) 445-5350
fusion.unison@vectorcapital.com
in linkedin.com/in/pioneer-radial
T
Timothy Ryan Brinkman
--
- CRD
- #8165766
(609) 988-7848
radial.ridge@elementcapital.com
in linkedin.com/in/north-eagle
Showing 2 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,055,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,055,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,055,000
Equity - Exchange:
24.1% Public Funds:
24.9% Other:
30.6% U.S. Government/Agency:
9.6% Cash:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,074,180,514 | 24.1% |
| Public Funds | $2,143,032,979 | 24.9% |
| Other | $2,633,606,794 | 30.6% |
| U.S. Government/Agency | $826,229,582 | 9.6% |
| Cash | $929,508,281 | 10.8% |
| Total | $8,606,558,150 | 100.0% |