Financial Integrity Advisors, LLC

RIASEC RegisteredEst. 2023

Total AUM

$4B

Discretionary

$4B

100% of AUM

Avg account

$305M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Philadelphia, Pennsylvania
CRD number: 130458
Registered since: June 1, 2023
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans99.91%
HNWI0.05%
Individuals0.04%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Financial Integrity Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm is owner-managed and serves both individual & family clients and institutional clients. Its advisory offering is a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and client education through seminars or workshops. Fees are charged on a percentage-of-AUM basis alongside hourly and fixed-fee arrangements. The firm is not flagged as an active ESG investor and is not identified as a capital allocator. Industry affiliation includes a relationship with an insurance company, and the adviser does not present itself as a multi-state or related adviser in the FINTRX entry.