Integrity Fixed Income Management, LLC is a large advisory firm based in Orlando. It manages $434.15 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.
Integrity Fixed Income Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Integrity Fixed Income Management, LLC is $434.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1589% since the beginning of its operation, and $45.84 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Integrity Fixed Income Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, charitable organizations, other investment advisers, corporations or other businesses, and state or municipal government entities. The largest group of clients of Michelle Ann Denney is state or municipal government entities with 23 clients and $240.96 million of assets under management. Among the 10 most similar advisory firms, Integrity Fixed Income Management has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $434.15 million for 27 clients. 4% of the firm’s clients are foreign persons or businesses.
Integrity Fixed Income Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michelle Ann Denney has been acting as President since 1 Jul 2015. Louie Earl Denney has served as the Chief Investment Officer since 1 Apr 2005. Christopher John Caputo joined the executive team most recently as the Chief Compliance Officer.
The principal office where Integrity Fixed Income Management, LLC performs its advisory services is located at 651 Bryn Mawr St, Orlando, FL 32804, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 407-481-2420 or by fax 407-245-8534. The normal business hours are 8:00 am -5:00 pm on Monday - Friday. You can find more information about the New York firm at integrityfi.com.