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Integrity Financial Advisors LLC
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CRD # | 313369 |
SEC # | 801-121305 |
CIK # | |
AUM | $103.6 MM (2024-03-15) |
Employees | 6 (83% Investors, 0% Brokers) |
Phone | 978-338-4830 |
Address | 162 Main Street Wenham, MA 01984 |
Source | [IAPD] [Website] |
Total AUM ($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) |
---|---|---|
Sullivan Financial LLC
✚
|
CT | 0.1 |
Integrated Wealth Strategies LLC
✚
|
TX | 0.1 |
Cosey Financial Services Inc
✚
|
TN | 0.1 |
Daviman Financial LLC
✚
|
IN | 0.1 |
Loyd Financial Management Inc
✚
|
CO | 0.1 |
Vistica Wealth Advisors LLC
✚
|
CA | 0.1 |
Evolutionary Tree Capital Management LLC
✚
|
VA | 0.1 |
10Elms LLP
✚
|
OK | 0.1 |
Voyage Wealth Management LLC
✚
|
TX | 0.1 |
CornerStone Alternatives LLC
✚
|
SC | 0.1 |