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Integrity Capital Management LLC

Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Feb. 24, 2017
    • $131.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 358
      Accounts
    • $367.0K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
  • Portfolio Management
    • -Individuals and/or Small Businesses

Firm Client types

Advisors

Current Advisors

# of advisors

4

name start date
Angie Chapman CRPC®
June 2007
Pam Rehart
March 2007
Barry Bailey CFP®, AIF®
March 2007
John Atkins CFP®
March 2007

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    John Christopher Atkins Owner January, 2007 25% to 50%
    Angela Carter Chapman Owner June, 2007 25% to 50%
    Pamela Annette Rehart Owner, Chief Compliance Officer, Managing Member January, 2007 25% to 50%
      Source: SEC

      Fees

      Fee Only Firm
      $
      This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges