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INTEGRITY FIRST PLANNERS, INC.

CRD 167305

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$52.0M

Discretionary AUM

$52.0M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Commissions; Performance-based fees

Org form

Corporation

Filing date

2026-06-22

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals43$16.0M
High net worth individuals16$36.0M

All web addresses on file

Official SEC filing: View on IAPD