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INTEGRITY FINANCIAL ADVISORS, LLC
CRD 313369 · SEC 801-121305
400 TRADECENTER, SUITE 3990, WOBURN, MA, 01801, United States
Phone
978-338-4830
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.9M
Discretionary AUM
$115.2M
Team
9 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 208 | $75.7M |
| High net worth individuals | 22 | $35.0M |
| Pension/profit sharing plans | 5 | $19.7M |
| Corporations/business entities | 5 | $4.4M |
States served
CA, IL, ME, MA, NC, OK, PA, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD