Falists
← Back to search

FINANCIAL INTEGRITY ADVISORS, LLC

CRD 130458 · SEC 801-127951

Visit website

1800 JFK BOULEVARD, SUITE 300, PHILADELPHIA, PA, 19103, United States

Phone

215-557-7622

Fax

215-557-7632

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.96B

Discretionary AUM

$3.96B

Team

2 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals4$1.7M
High net worth individuals1$1.8M
Pension/profit sharing plans2$3.96B

States served

MD, NY, PA

All web addresses on file

Official SEC filing: View on IAPD