1800 Jfk Boulevard
Suite 300
Philadelphia, Pennsylvania 19103
Tel: 215-557-7622
FINANCIAL INTEGRITY ADVISORS, LLC, formally registered with the SEC as FINANCIAL INTEGRITY ADVISORS, LLC. The firm was established in 06/01/2023. They have over 3 offices throughout the country.
FINANCIAL INTEGRITY ADVISORS, LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $13,712,543,894 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 130458 |
SEC# | 801-127951 |
Assets Managed by Firm | $13,712,543,894 |
No. of Clients | 41 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 41 | $13,712,543,894 |
Individuals (other than high net worth individuals) | 27 | $5,597,825 |
Pension and profit sharing plans | 2 | $34,537,120 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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