INTEGRITY ADVISERS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Advisory reps
1

Firm details

Headquarters
Los Angeles, California
CRD number
310757
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Integrity Advisers LLC is a small, individually owned limited liability company that provides portfolio management for individuals and small businesses. The firm operates with a broker-dealer affiliation — its advisors function as registered representatives of a broker-dealer — and charges clients on a percentage-of-AUM fee basis. FINTRX classifies the firm as unclassified and does not list it as a multi-state adviser, pension consultant, or capital allocator. The snapshot does not show an SEC registration year and indicates the firm is not active on ESG investing.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DAVID WONG

    CEO, Registered RepresentativeCRD 4689031

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
453 S Spring St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth