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Home > Retirement Planners > louisiana > lafayette > INTEGRITY RIA, LLC
INTEGRITY RIA, LLC
221 Southpark Rd Suite A3
Lafayette, Louisiana 70508
Tel: 337-654-0608
About INTEGRITY RIA, LLC
INTEGRITY RIA, LLC, formally registered with the SEC as INTEGRITY RIA, LLC. The firm was established in 03/26/2021. They have over 1 offices throughout the country.
INTEGRITY RIA, LLC is a Lafayette, Louisiana based Financial Planning firm with nearly $105,622,520 assets under management, offering retirement planning & investment advisory services to 1947 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150415 |
| SEC# | 801-120356 |
| Assets Managed by Firm | $105,622,520 |
| No. of Clients | 1947 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1947 | $105,622,520 |
| Individuals (other than high net worth individuals) | 756 | $87,331,160 |
| High net worth individuals | 9 | $16,843,864 |
| Corporations or other businesses | 11 | $1,447,496 |
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