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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Integrity Financial Advisors LLC
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|---|---|
| CRD # | 313369 |
| SEC # | 801-121305 |
| CIK # | 0002066359 |
| AUM | $124.4 M (2025-04-15) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 978-338-4830 |
| Address | 400 Tradecenter Woburn, MA 01801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.0 | ||
| Microsoft Corp | 1.9 | ||
| Apple Inc | 1.1 | ||
| Amazon Com Inc | 1.1 | ||
| Broadcom Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 70.8 |
| (b) Individuals (high net worth individuals) | 21 | 30.6 |
| (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 | 5 | 19.5 |
| (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 | 4 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 485 | 124.4 |
| By Discretionary | ||
| Discretionary | 427 | 97.9 |
| Non-Discretionary | 58 | 26.4 |
| Total | 485 | 124.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.4 | |
| Total | 485 | 124.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002066359] |
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|---|---|---|
|
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VA | 0.1 |
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NC | 0.1 |
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TX | 0.1 |
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NC | 0.1 |
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CA | 0.1 |
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AZ | 0.1 |
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GA | 0.1 |