|
⚲
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| Financial Integrity Advisors LLC
✚
| |
|---|---|
| CRD # | 130458 |
| SEC # | 801-127951 |
| CIK # | |
| AUM | $13.7 BB (2024-02-22) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 215-557-7622 |
| Address | 1800 Jfk Boulevard Philadelphia, PA 19103 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 5 | 13.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 13.7 |
| By Discretionary | ||
| Discretionary | 23 | 0.0 |
| Non-Discretionary | 18 | 13.7 |
| Total | 41 | 13.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.7 | |
| Total | 41 | 13.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Goldman Sachs Asset Management Singapore PTE Ltd
✚
|
14.4 | |
|
Signature Estate & Investment Advisors LLC
✚
|
CA | 14.2 |
|
Stephens Inc
✚
|
AR | 13.6 |
|
Atlanta Consulting Group Advisors LLC
✚
|
GA | 13.6 |
|
Degroof Petercam Asset Management
✚
|
13.3 | |
|
Benjamin F Edwards & Company Incorporated
✚
|
MO | 13.2 |
|
American Portfolios Advisors Inc
✚
|
NY | 13.1 |
|
Independent Advisor Alliance LLC
✚
|
NC | 12.8 |
|
Transamerica Retirement Advisors LLC
✚
|
IA | 12.7 |
|
Appleton Partners Inc
✚
|
MA | 12.7 |