INTEGRITY FIRST PLANNERS, INC.

INTEGRITY FIRST PLANNERS, INC. is an SEC-registered investment adviser (CRD 167305). Regulatory assets under management: $52.0M.

Registration

• CRD: 167305
• Type: Registered investment adviser
• Phone: 216-751-4229
• Latest filing: 2026-06-22
• Regulatory AUM: $52.0M
• Discretionary AUM: $52.0M
• Clients: 1
• Accounts: 163

Business model

Compensation: % of AUM, Hourly, Performance, Commissions.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167305 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search