Financial Integrity Advisors LLC

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Assets, Funds, Holdings

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Financial Integrity Advisors LLC
CRD #130458
SEC #801-127951
CIK #0002066359
AUM 3,963.4 M (2026-03-13)
Employees 2 (50% Investors, 0% Brokers)
Phone215-557-7622
Address1800 Jfk Boulevard
Philadelphia, PA 19103
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
151296302002201020182027
Sector Form 13F Holdings Value ($M)
Apple Inc 5.2
Broadcom Inc 4.2
Nvidia Corp 2.2
Microsoft Corp 1.5
Lockheed Martin Corp 1.0
 
 
 
 
 
 
Holdings by Sector ($M)
190152114763802023202420252027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 4 0.0
(b) Individuals (high net worth individuals) 1 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 4.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(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 13 4.0
By Discretionary
Discretionary 13 4.0
Non-Discretionary 0 0.0
Total 13 4.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.0
Total 13 4.0
EDGAR Form CIK 2011 - 2026
13F-HR [0002066359]
Firm Profile (Form ADV)
Clients3
ServesInstitutional, Retail, Research
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tony@aum13f.com