|
⚲
|
| Keyboard |
| Integrity Advisory Solutions LLC
✚
|
|
|---|---|
| CRD # | 288817 |
| SEC # | 801-123090 |
| CIK # | 0002057931 |
| AUM | 1,103.5 M (2026-06-11) |
| Employees | 113 (96% Investors, 4% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-919-2165 |
| Address | 1445 Ross Ave Fl 55 Dallas, IA 75202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.3 | ||
| Nvidia Corp | 6.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,137 | 435.1 |
| (b) Individuals (high net worth individuals) | 250 | 637.1 |
| (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 | 17 | 5.7 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.4 |
| (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 | 24 | 25.2 |
| (n) Other | 0 | 0.0 |
| Total | 4,143 | 1,103.5 |
| By Discretionary | ||
| Discretionary | 4,143 | 1,103.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,143 | 1,103.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,103.5 | |
| Total | 4,143 | 1,103.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002057931] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ARQ Wealth Advisors LLC
✚
|
AZ | 1,109.3 M |
|
The Financial Advisors LLC
✚
|
MA | 1,108.4 M |
|
Heirloom Wealth Management LLC
✚
|
CO | 1,108.3 M |
|
Triasima Portfolio Management Inc
✚
|
1,105.3 M | |
|
Financial Advisory Corporation
✚
|
MI | 1,104.6 M |
|
The Clarus Group Inc
✚
|
TX | 1,103.8 M |
|
Fusion Investment Advisors LLC
✚
|
TX | 1,102.9 M |
|
Minneapolis Portfolio Management Group LLC
✚
|
MN | 1,101.4 M |
|
Cohen Capital Advisors LLC
✚
|
IL | 1,100.7 M |
|
Bruni J V & Co
✚
|
CO | 1,097.9 M |