Integrity Financial Advisors LLC

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Assets, Funds, Holdings

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Integrity Financial Advisors LLC
CRD #313369
SEC #801-121305
CIK #
AUM $103.6 MM (2024-03-15)
Employees 6 (83% Investors, 0% Brokers)
Phone978-338-4830
Address162 Main Street
Wenham, MA 01984
Source [IAPD] [Website]
Total AUM ($MM)
1108866442202009201420192025
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
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