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
- HNWI70.26%
- Individuals29.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integrity Advisors LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm reports operating as a single-owner entity and supplements AUM-based billing with the capacity to charge performance-linked fees. It does not identify as an active ESG investor, nor does it act as a capital allocator to external fund managers.
Assets & Accounts
Public Holdings
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
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
Similar firms
Andante Financial
RIABurlington, MA
Greenway Financial Advisors LLC
RIABurlington, MA
Charles River Wealth Management, LLC
RIABurlington, MA
Risk Paradigm Group, LLC
RIABurlington, MA
Curtin Financial Services, Inc.
RIABurlington, MA
Cornerstone Financial Management LLC
RIABurlington, MA