LENZ INTEGRITY FINANCIAL

LENZ INTEGRITY FINANCIAL is an SEC-registered investment adviser (CRD 308335). Regulatory assets under management: $4.5M.

Registration

• CRD: 308335
• Type: Registered investment adviser
• Phone: 410-491-4695
• Latest filing: 2025-12-01
• Regulatory AUM: $4.5M
• Discretionary AUM: $4.5M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308335 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search