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Integrity Prosperity Security (IPS) Strategic Capital

Integrity Prosperity Security (IPS) Strategic Capital. CRD 115961

Integrity Prosperity Security (IPS) Strategic Capital logo

CRD: 115961

Integrity Prosperity Security (IPS) Strategic Capital

Denver, CO, 80226
3036973174
investps.com
$90.9M Total AUM
$90.7M Disc. AUM
7.3% 3Y CAGR
3 Employees
196 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Catalyst deltaEagle wave +more
Established Date
01-01-1999
Office Locations
2

Office Locations

215 S Wadsworth Blvd STE 540 Denver CO
215 S. Wadsworth Blvd. Suite 540 Denver CO

About Integrity Prosperity Security (IPS) Strategic Capital

IPS Strategic Capital is a Denver-based investment adviser providing personalized financial planning, wealth management, and risk-managed portfolio construction. The firm emphasizes minimizing downside risk while participating in market gains, with portfolios spanning public funds/ETFs and U.S. government/agency bonds. Estate planning support includes coordinating custom wills and trusts with attorneys at no extra cost, and the practice custodies with Charles Schwab.

Team overview

60 AVG AGE
$90.9M AVG AUM / ADVISOR
$464.0K AVG AUM / CLIENT
4.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age

Insights

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Asset Classes

Vertex Signal quantum Frontier Optima north

Client Personas

Optima Quantum Pathway

Custodian

Timber Meridian Glacier catalyst

Investment Themes

Bridge Summit wave Element legacy

Investment Vehicles

Ridge focus Momentum radial Summit value

Services

Signal Vital horizon Timber Harbor alpha Peak beacon Vector catalyst Atlas summit

Technology

Pioneer Value vital Pathway zenith

Owner & Executives

D

DOMINICK PAOLONI

Financial Advisor, General Partner, President

CRD
#1099239
Ownership
75% or more
(949) 524-5887
foundation.atlas@meridiancapital.com
in linkedin.com/in/harbor-alpha
M

Mallory Ellen Bramer

Chief Compliance Officer, Investment Consultant

CRD
--
Ownership
Less than 5%
(225) 854-2216
vector.pathway@capitalcapital.com
in linkedin.com/in/summit-focus

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-22-2021
03-15-2022
03-14-2023
03-07-2025
05-19-2026
Category Assets AVG. Account size
Discretionary $90,708,482 $472,440
Non-Discretionary $232,558 $116,279
Total $90,941,040 $468,768

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Separately Managed Accounts

Total SMA Asset: $90,691,040

$90.7M Total SMA
Public Funds:
7.6%
U.S. Government/Agency:
24.4%
Equity - Exchange:
18.0%
Derivatives:
23.9%
Cash:
26.1%
Asset class Assets Assets %
Public Funds $175,152,029 7.6%
U.S. Government/Agency $562,330,198 24.4%
Equity - Exchange $414,833,753 18.0%
Derivatives $550,807,038 23.9%
Cash $601,508,942 26.1%
Total $2,304,631,960 100.0%

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