INTEGRITY ALLIANCE, LLC

4135 Nw Urbandale Dr
Urbandale, Iowa 50322
Tel: 877-886-1939

About INTEGRITY ALLIANCE, LLC

INTEGRITY ALLIANCE, LLC, formally registered with the SEC as INTEGRITY ALLIANCE, LLC. The firm was established in 11/14/2008. They have over 133 offices throughout the country.

INTEGRITY ALLIANCE, LLC is a Urbandale, Iowa based Financial Planning firm with nearly $2,000,456,128 assets under management, offering retirement planning & investment advisory services to 11566 clients. The firm is staffed with 260 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139627
SEC#	801-69742
Assets Managed by Firm	$2,000,456,128
No. of Clients	11566
No. of Advisors	260

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS MANAGED BY THIRD-PARTY ADVISOR FIRMS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	11566	$2,000,456,128
Individuals (other than high net worth individuals)	10815	$1,712,866,488
High net worth individuals	598	$231,465,048
Charitable organizations	15	$4,782,647
Other investment advisers	50	$4,124,321
Corporations or other businesses	88	$47,217,624

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AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1776 Pleasant Plain Rd. Fairfield, IA, 52556-8757	$87,368,733,496	448526	3312
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383

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