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Home > Retirement Planners > louisiana > lafayette > INTEGRITY RIA, LLC
INTEGRITY RIA, LLC
221 Southpark Rd Suite C1
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 $110,333,830 assets under management, offering retirement planning & investment advisory services to 1840 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 | $110,333,830 |
| No. of Clients | 1840 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1840 | $110,333,830 |
| Individuals (other than high net worth individuals) | 1817 | $79,524,931 |
| High net worth individuals | 18 | $28,307,358 |
| Corporations or other businesses | 5 | $2,501,541 |
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