Integrity Financial Advisors, LLC
Firm details
- Headquarters
- Woburn, Massachusetts
- CRD number
- 313369
- Registered since
- July 1, 2021
- Website
- integrityfa.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals56.16%
- HNWI25.98%
- Pension & Profit Sharing Plans14.61%
- Corporations / Businesses3.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Integrity Financial Advisors, LLC is an independent registered investment adviser that began SEC registration in 2021 and operates as an LLC owned by a mix of a domestic entity and an individual. The firm serves both individual and family clients as well as institutional relationships, and it acts as a capital allocator — deploying client capital across third‑party managers as part of its model. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include asset‑based fees and other fee structures. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds89%
- Private Funds4%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Lori Day
Managing Member And Chief Compliance OfficerCRD 6306856
Contacts
3 of 8
Atencio Martin
Investment Adviser RepresentativeCRD 7709709
Joseph Hosler
Managing PrincipalCRD 1290907
David Schubach
Sales ConsultantCRD 2279707
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woburn, MA
Middlesex
Location
Woburn, MA
Headquartered in Woburn, 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
- 400 Tradecenter
- Time zone
- ET (UTC-5)
- Office locations
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