Integrity Advisers LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 310757
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Integrity Advisers LLC is a limited liability company operating as a non-independent retail registered investment adviser. The firm is owned by an individual and functions as a registered representative of a broker‑dealer, providing portfolio management services targeted at individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. The firm is not identified as an active ESG investor, does not operate across multiple states per the provided data, and is not listed as a capital allocator, pension consultant, or related adviser. The broker‑dealer affiliation implies the adviser likely uses broker‑dealer platforms and product sets when building client portfolios and may sell or recommend products available through that relationship rather than operating solely on an independent RIA platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1David Wong
CEO, Registered RepresentativeCRD 4689031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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