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 |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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