|
⚲
|
| Integrity RIA LLC
✚
|
|
|---|---|
| CRD # | 150415 |
| SEC # | 801-120356 |
| CIK # | |
| AUM | $130.5 M (2025-07-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 337-654-0608 |
| Address | 221 Southpark Rd Suite C1 Lafayette, LA 70508 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,199 | 94.9 |
| (b) Individuals (high net worth individuals) | 16 | 30.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 2.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,687 | 130.5 |
| By Discretionary | ||
| Discretionary | 1,687 | 130.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,687 | 130.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.5 | |
| Total | 1,687 | 130.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Retiremitten Financial LLC
✚
|
MI | 0.1 |
|
Chapman & Chapman Advisors LLC
✚
|
OH | 0.1 |
|
Indfin LLC
✚
|
0.1 | |
|
Polaris Financial Planning LLC
✚
|
0.1 | |
|
Veritas Independent Partners LLC
✚
|
AR | 0.1 |
|
Retirable Inc
✚
|
NY | 0.1 |
|
Jack V Butterfield Investment Company
✚
|
MI | 0.1 |
|
Karani Asset Management LLC
✚
|
NY | 0.1 |
|
Lewinter Wealth Advisors LLC
✚
|
0.1 | |
|
Medicus Wealth Planning Inc
✚
|
UT | 0.1 |