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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Integrity Advisory Solutions LLC
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| CRD # | 288817 |
| SEC # | 801-123090 |
| CIK # | |
| AUM | $512.3 M (2025-04-24) |
| Employees | 90 (100% Investors, 24% Brokers) |
| Phone | 214-919-2165 |
| Address | 1445 Ross Ave Fl 55 Dallas, TX 75202 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,232 | 386.5 |
| (b) Individuals (high net worth individuals) | 145 | 108.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 50 | 13.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,709 | 512.3 |
| By Discretionary | ||
| Discretionary | 2,709 | 512.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,709 | 512.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 512.3 | |
| Total | 2,709 | 512.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Richards Merrill & Peterson Inc
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|
WA | 0.5 |
|
Long Run Wealth Advisors LLC
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|
NY | 0.5 |
|
Modus Advisors LLC
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|
MN | 0.5 |
|
The Legacy Financial Group Inc
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|
OK | 0.5 |
|
Fairvoy Private Wealth LLC
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|
AL | 0.5 |
|
Palisade Investments LLC
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|
NV | 0.5 |
|
Brophy Wealth Management LLC
✚
|
NH | 0.5 |
|
Tannin Capital LLC
✚
|
NC | 0.5 |
|
Diversified Financial Advisors LLC
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|
MO | 0.5 |
|
Greater Midwest Financial Group LLC
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|
MN | 0.5 |