INTEGRITY INVESTMENT ADVISORS, LLC

RIASEC Registered

Total AUM

$67M

Discretionary

$38.3M

57% of AUM

Avg account

$258K

Accounts

260

Employees

Advisory reps

Firm details

Headquarters: LANSDALE, Pennsylvania
CRD number: 140838
Website: www.integritypartnersinc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals51.73%
HNWI42.53%
Corporations / Businesses5.74%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Integrity Investment Advisors, LLC is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Its fee schedules include assets-under-management charges as well as hourly and fixed-fee arrangements. Business activities listed for the firm include acting as a registered representative of a broker-dealer and operating as an insurance broker. Integrity Investment Advisors reports it is not an active ESG investor. It also identifies relationships with accounting and pension-consulting professionals in its industry affiliations, which can support client-facing work around retirement plans and tax-adjacent planning.