L
CRD: 308335
Lenz Integrity Financial
Glyndon, MD
4104914695
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
6 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-21-2020
- Office Locations
- 1
Office Locations
-- Glyndon MD
About Lenz Integrity Financial
Lenz Integrity Financial is a Glyndon-based RIA. The firm has been operating for 6 years. Managing $4.5M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$225.0K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Wave fusion Summit
Client Personas
Ridge
Investment Themes
Eagle
Investment Vehicles
Oak delta
Services
Vital Meridian North delta Focus Summit radial Focus summit Prime fusion
Owner & Executives
D
DARYAN VERN RODGERS LENZ
Associate, Chief Compliance Officer, Managing Member
- CRD
- #4866464
- Ownership
- 75% or more
(878) 250-4319
unison.insight@pioneercapital.com
in linkedin.com/in/timber-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,500,000
Equity - Exchange:
46.0% Cash:
32.8% Derivatives:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,762,224,773 | 46.0% |
| Cash | $2,682,629,838 | 32.8% |
| Derivatives | $1,733,894,896 | 21.2% |
| Total | $8,178,749,507 | 100.0% |