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FINANCIAL INTEGRITY ADVISORS, LLC

1800 Jfk Boulevard
Suite 300
Philadelphia, Pennsylvania 19103
Tel: 215-557-7622

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About FINANCIAL INTEGRITY ADVISORS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#130458
SEC#801-127951
Assets Managed by Firm$13,712,543,894
No. of Clients41
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total41$13,712,543,894
Individuals (other than high net worth individuals)27$5,597,825
Pension and profit sharing plans2$34,537,120

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