Integrity Alliance, LLC

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Total assets under management

$2,409,759,253

Total clients

13,964

5% high-net worth

Total advisors

164

of 265 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$172,569

Client services

Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Percentage

$0 - $1,000,000: 1.00% to 2.80% $1,000,001 - $3,000,000: 1.00% to 2.20% $3,000,001+: 0.50% to 1.75%

Project-based

Hourly consulting services fees are charged; specific rates not stated in brochure

Other

Minimum fee: Select Program minimum account fee is $1,000

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Main office location

Integrity Alliance, LLC

4135 Nw Urbandale Dr

Urbandale IA 50322, United States

Number of offices

129

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 877-886-1939

Advisors at this firm

Jack C

Series 66

Mission, KS

Integrity Alliance, LLC

Michael K

Series 63, Series 65

Mission, KS

Integrity Alliance, LLC

Donald H

Series 66

Jackson, MS

Integrity Alliance, LLC

David A

ChFC®, Series 63, Series 65

Newton, MA

Integrity Alliance, LLC

Matthew B

Series 63, Series 65

Waco, TX

Integrity Alliance, LLC

Eric R

Series 63, Series 65

Austin, TX

Integrity Alliance, LLC

Joseph B

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Bruce H

Series 63

Sunbury, OH

Integrity Alliance, LLC

Lorilee J

Series 63, Series 65

Boise, ID

Integrity Alliance, LLC

Clay H

Series 63

Leander, TX

Integrity Alliance, LLC

Daniel L

Series 63, Series 65

Punta Gorda, FL

Integrity Alliance, LLC

Tyler K

Series 65

Dover, NH

Integrity Alliance, LLC

Jessica P

Series 63, Series 66

Tyler, TX

Integrity Alliance, LLC

Corina E

Series 63, Series 65

Stockton, CA

Integrity Alliance, LLC

Stephen E

Series 63, Series 65

Nashville, TN

Integrity Alliance, LLC

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