Integrity RIA LLC

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Assets, Funds, Holdings

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Integrity RIA LLC
CRD #150415
SEC #801-120356
CIK #
AUM
Employees 3 (67% Investors, 0% Brokers)
Phone337-654-0608
Address221 Southpark Rd Suite C1
Lafayette, LA 70508
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
14011284562802011201620212026
AUM Breakdown Accounts AUM ($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
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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