|
⚲
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| Integrity Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 313369 |
| SEC # | 801-121305 |
| CIK # | |
| AUM | $75.5 MM (2023-02-22) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 978-338-4830 |
| Address | 162 Main Street Wenham, MA 01984 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 36.2 |
| (b) Individuals (high net worth individuals) | 21 | 26.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 11.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 327 | 75.5 |
| By Discretionary | ||
| Discretionary | 317 | 64.0 |
| Non-Discretionary | 10 | 11.6 |
| Total | 327 | 75.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 75.5 | |
| Total | 327 | 75.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hudson Capital Advisory Inc
✚
|
NY | 0.1 |
|
Beyond Wealth Management Group LLC
✚
|
NY | 0.1 |
|
Affinity BST Advisors LLC
✚
|
NY | 0.1 |
|
CornerStone Professional Advisor Services LLC
✚
|
NY | 0.1 |
|
Washington Square Capital Management LLC
✚
|
NY | 0.1 |
|
Heritage Asset Management LLC
✚
|
MO | 0.1 |
|
Cross Border Wealth LLC
✚
|
NY | 0.1 |
|
Compass Investments LLC
✚
|
PA | 0.1 |
|
Intelliflo Advisers Inc
✚
|
GA | 0.1 |
|
Intervest International Inc
✚
|
CO | 0.1 |