Overview
Assets Under Management: $168 million
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Frequently Asked Questions
INTEGRITY INVESTMENT ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154131), INTEGRITY INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
INTEGRITY INVESTMENT ADVISORS serves 53 high-net-worth clients according to their SEC filing dated November 10, 2025. View client details ↓
According to their SEC Form ADV, INTEGRITY INVESTMENT ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
INTEGRITY INVESTMENT ADVISORS manages $168 million in client assets according to their SEC filing dated November 10, 2025.
According to their SEC Form ADV, INTEGRITY INVESTMENT ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 384
Discretionary Accounts: 339
Non-Discretionary Accounts: 45
Regulatory Filings
CRD Number: 154131
Filing ID: 2026646
Last Filing Date: 2025-11-10 13:31:52
Website: 0