SB
SB
Shimon Blumenfeld
30 Years of Experience
la jolla, CA
2 DisclosuresBroker
Shimon Blumenfeld is a registered investment advisor at Integrity Investment Portfolios LLC, based in la jolla, CA, with 30 years of industry experience. Shimon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.15% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8843 Caminito Sueno, la jolla, CA, 92037
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2005Withdrawn
Employment Separation After Allegations
August 1996Employment History
Current Registrations
Integrity Investment Portfolios LLC
July 2026 - Present · 3 mos
Integrity Brokerage, LLC
September 2009 - Present · 17 yrs 1 mo
Integrity Brokerage, LLCBroker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
National Securities CorporationBroker
January 2007 - October 2009 · 2 yrs 9 mos
The Concord Equity Group, LLCBroker
April 2005 - February 2007 · 1 yr 10 mos
First Montauk Securities CORP.Broker
February 2002 - April 2005 · 3 yrs 2 mos
Presidential Brokerage, INC.Broker
March 2001 - February 2002 · 11 mos
Global Capital Securities CorporationBroker
August 1996 - March 2001 · 4 yrs 7 mos
Chatfield Dean & CO., INC.Broker
September 1995 - August 1996 · 11 mos
State Registrations5 states
CAFLINNYWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.