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Integrity Wealth Advisors LLC
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CRD # | 281708 |
SEC # | 801-113205 |
CIK # | 0001951908 |
AUM | $311.6 MM (2024-03-21) |
Employees | 14 (57% Investors, 21% Brokers) |
Phone | 805-339-0760 |
Address | 196 S Fir St Ventura, CA 93001 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 843 | 129.1 |
(b) Individuals (high net worth individuals) | 245 | 157.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 9 | 16.9 |
(h) Charitable organizations | 6 | 3.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 11 | 4.6 |
(n) Other | 0 | 0.0 |
Total | 1,599 | 311.6 |
By Discretionary | ||
Discretionary | 1,590 | 294.7 |
Non-Discretionary | 9 | 16.9 |
Total | 1,599 | 311.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 311.6 | |
Total | 1,599 | 311.6 |
EDGAR Form | CIK | 2011 - 2024 |
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SC 13G | [0001951908] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
---|---|---|
Integrity Wealth Advisors Inc | Genasys Inc | [2024-09-26] |
Integrity Wealth Advisors Inc | Genasys Inc | [2022-11-03] |
Integrity Wealth Advisors Inc | Genasys Inc | [2022-11-01] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Rialto Wealth Management LLC
✚
|
NY | 0.3 |
St Johns Investment Management Company LLC
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|
FL | 0.3 |
Hutchens & Kramer Investment Management Group LLC
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|
IN | 0.3 |
Valiant Wealth LLC
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|
IA | 0.3 |
Altruist Financial Advisors LLC
✚
|
MI | 0.3 |
ADE LLC
✚
|
MD | 0.3 |
Jackson Financial Services LLC
✚
|
SC | 0.3 |
Lifepro Asset Management LLC
✚
|
CA | 0.3 |
Square Advisors LLC
✚
|
0.3 | |
Bernzott Capital Advisors
✚
|
CA | 0.3 |