Integrity Financial Consultants, LLC (Sheridan)

Integrity Financial Consultants, LLC is a mid-sized advisory firm based in Sheridan. It manages $2.66 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2005.

Integrity Financial Consultants provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Integrity Financial Consultants: assets under management

The assets under management (AUM) of Integrity Financial Consultants, LLC is $2.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $132.91 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Integrity Financial Consultants, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Integrity Financial Consultants, LLC

Integrity Financial Consultants, LLC is owned by Libby Ann Schmaus. Libby Ann Van Slyke joined the executive team most recently as the Chief Compliance Officer, Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Libby Ann Schmaus	Owner	1 Jun 2005	75% - 100%	3041046
Libby Ann Van Slyke	Chief compliance officer, managing member	1 Jun 2005	75% - 100%	3041046

Based in Sheridan

The principal office where Integrity Financial Consultants, LLC performs its advisory services is located at 1341 Sugarview Dr. #45, Sheridan, WY 82801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.