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James Vincent Fitzgerald

INTEGRITY ASSET MANAGEMENT, LLC·ROCKY RIVER, Ohio
Clean recordINTEGRITY ASSET MANAGEMENT, LLC
18500 LAKE ROAD, ROCKY RIVER, OH 44116CRD# 1250471Firm CRD# 127197

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Vincent Fitzgerald · ROCKY RIVER, OH
Registration
CRD #1250471 · INTEGRITY ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Vincent Fitzgerald is a registered financial advisor based in ROCKY RIVER, Ohio, affiliated with INTEGRITY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
INTEGRITY ASSET MANAGEMENT, LLC
INTEGRITY ASSET MANAGEMENT, LLC
AUM
$4.8B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at INTEGRITY ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1250471
Firm CRD# 127197
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Vincent Fitzgerald offer?
James Vincent Fitzgerald specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ROCKY RIVER, Ohio for a consultation.
What are James Vincent Fitzgerald's credentials?
James Vincent Fitzgerald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Vincent Fitzgerald located?
James Vincent Fitzgerald is based in ROCKY RIVER, Ohio, working with INTEGRITY ASSET MANAGEMENT, LLC. Their office serves clients in the ROCKY RIVER metropolitan area and surrounding communities.
How does James Vincent Fitzgerald charge for services?
James Vincent Fitzgerald's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRITY ASSET MANAGEMENT, LLC?
INTEGRITY ASSET MANAGEMENT, LLC has approximately 9 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTEGRITY ASSET MANAGEMENT, LLC

Daniel Glen Bandi
ROCKY RIVER, OH
Peter Kemper Hoglund
ROCKY RIVER, OH
William Henry Mcnett
ROCKY RIVER, OH

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