INTEGRITY INVESTMENT ADVISORS

INTEGRITY INVESTMENT ADVISORS, LLC

CRD 154131 · SEC 801-113631

Visit website

AZ, United States

Phone

303-549-4720

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$394.3M

Discretionary AUM

$385.8M

Team

4 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-08

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINSURANCE CONSULTING

Client types

Type	Clients	AUM
Individuals	40	$30.7M
High net worth individuals	77	$363.5M

States served

AZ, CA, CO, NC, WA, TX, NH, FL

All web addresses on file

https://www.linkedin.com/in/toddmoerman/
https://www.linkedin.com/in/samhamiltoncfp
HTTPS://WWW.LINKEDIN.COM/COMPANY/INTEGRITYINVESTMENTADVISORSLLC/
HTTPS://WWW.FACEBOOK.COM/INTEGRITYIA
HTTPS://TWITTER.COM/TODDMOERMAN
HTTP://WWW.INTEGRITYIA.COM
https://www.youtube.com/@IntegrityIA

Official SEC filing: View on IAPD