Integrity Advisors LLC
Firm details
- Headquarters
- Burlington, Massachusetts
- CRD number
- 169637
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI71.43%
- Individuals28.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integrity Advisors LLC is an independently operated registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. It markets itself beyond traditional advisory services through other financial product sales activities. Its fee model combines a percentage-of-assets approach with the possibility of performance-based fees. The firm is not positioned as a capital allocator or pension consultant, does not report multi-state advisory activity, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Bhavneesh Sharma
FounderCRD 6266374
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Burlington, MA
Middlesex
Location
Burlington, MA
Headquartered in Burlington, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 100 Summit Dr
- Time zone
- ET (UTC-5)
- Office locations
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