Integrity Investment Portfolios LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrity Investment Portfolios primarily serves individual clients, their family and friends, including related trusts and retirement accounts, and provides ongoing portfolio management focused on public equities and related securities. The brochure states the firm’s services include investment strategy, asset selection, portfolio diversification, and risk mitigation, and it does not offer financial planning or wrap fee programs.
The firm describes a diversified analytic approach — charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory — and typically pursues long‑term trading strategies while outlining the attendant market and security‑specific risks. Accounts are managed on a non‑discretionary basis with quarterly reviews conducted jointly with clients, and clients may impose investment restrictions that could affect service delivery.
IIP is newly formed and reports no assets under management while operating with three advisers, and its principal is also registered as a broker‑dealer representative and may receive commissions in that capacity, a potential conflict the brochure discloses and says is monitored. The firm does not rely on third‑party investment managers, intends to recommend Axos Clearing as custodian, does not permit directed brokerage, and deducts advisory fees directly under documented safeguards, which together shape an operational profile that differs from many peers.
Client services
Expertise
Fee options
$0 - $5 million: 0.15% $5 million+: 0.10%
Advisers may accept commissions in their capacity as registered representatives of broker-dealers for sales of investment products; advisory fees are separate and not reduced to offset commissions.
Account minimum: $250,000
Main office
See office9411 Firestone Blvd
Downey CA 90241
Advisors at this office
2
Offices (2)
Most active in
California
Also doing business as
Integrity Investment Portfolios LLC · Integrity Portfolio Managers
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Shimon B
Series 63, Series 65
La Jolla, CA
Integrity Investment Portfolios LLC
Shimon Blumenfeld is a financial advisor with Integrity Investment Portfolios LLC, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at Integrity Brokerage Services, Inc. since 2009. Integrity Investment Portfolios primarily serves individual clients and their related trusts and retirement accounts, focusing on ongoing portfolio management of public equities and related securities. The firm employs a diversified analytic approach combining charting, cyclical, fundamental, quantitative, and technical analysis with modern portfolio theory, managing accounts on a non-discretionary basis through joint quarterly reviews.
Somboon W
Series 63, Series 65
Downey, CA
Integrity Investment Portfolios LLC
Somboon Wongvitavas is a financial advisor with Integrity Investment Portfolios LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including ten years with Integrity Brokerage Services, Inc. The firm primarily serves individual clients, their families, and related trusts, providing portfolio management focused on public equities. Integrity Investment Portfolios uses a diversified analytic approach combining various methods and manages accounts on a non-discretionary basis with quarterly client reviews.
Witt M
Series 65, Series 63
Downey, CA
Integrity Investment Portfolios LLC
Witt Mcdee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 65 and Series 63 licenses and more than 31 years of industry experience. His prior work includes roles at Integrity Brokerage Services, Inc. and E-W Investments, Inc., alongside operating Witt McDee EA Tax & Business Service, Inc. since 2010. Integrity Investment Portfolios primarily serves individual clients, their families, and related trusts, offering non-discretionary portfolio management focused on public equities through a diversified analytic approach involving multiple methodologies and long-term trading strategies.
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