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Integritas Investment Group, LLC (Palm Beach)


Integritas Investment Group, LLC is a large advisory firm based in Palm Beach. It manages $80 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and New York.

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Integritas Investment Group provides portfolio management for individuals and small businesses, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Integritas Investment Group: assets under management

The assets under management (AUM) of Integritas Investment Group, LLC is $80 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $80 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Integritas Investment Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Revised & Restated Edward W. Cook Irrevocable Trust Member 1 Mar 2001 75% - 100% 65-6389115

Based in Palm Beach

The principal office where Integritas Investment Group, LLC performs its advisory services is located at 340 Royal Palm Way, Palm Beach, FL 33480, 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 561-837-8051 or by fax 561-837-8629. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.integritasadvisors.com.


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