INTEGRITY FINANCIAL ADVISORS, LLC

400 Tradecenter
Suite 3990
Woburn, Massachusetts 01801
Tel: 978-338-4830

About INTEGRITY FINANCIAL ADVISORS, LLC

INTEGRITY FINANCIAL ADVISORS, LLC, formally registered with the SEC as INTEGRITY FINANCIAL ADVISORS, LLC. The firm was established in 07/01/2021. They have over 6 offices throughout the country.

INTEGRITY FINANCIAL ADVISORS, LLC is a Woburn, Massachusetts based Financial Planning firm with nearly $103,623,839 assets under management, offering retirement planning & investment advisory services to 444 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313369
SEC#	801-121305
Assets Managed by Firm	$103,623,839
No. of Clients	444
No. of Advisors	9

Fee Structure

A percentage of AUM
Other (FINANCIAL PLANNING FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	444	$103,623,839
Individuals (other than high net worth individuals)	203	$59,405,741
High net worth individuals	21	$30,178,401
Pension and profit sharing plans	4	$11,942,085
Corporations or other businesses	4	$2,097,612

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GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
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