INTEGRITY ADVISORY SOLUTIONS

1445 Ross Ave Fl 55
Dallas, Texas 75202
Tel: (214) 919-2165

About INTEGRITY ADVISORY SOLUTIONS

INTEGRITY ADVISORY SOLUTIONS, formally registered with the SEC as INTEGRITY ADVISORY SOLUTIONS. The firm was established in 01/20/2022. They have over 14 offices throughout the country.

INTEGRITY ADVISORY SOLUTIONS is a Dallas, Texas based Financial Planning firm with nearly $147,498,323 assets under management, offering retirement planning & investment advisory services to 783 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288817
SEC#	801-123090
Assets Managed by Firm	$147,498,323
No. of Clients	783
No. of Advisors	39

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	783	$147,498,323
Individuals (other than high net worth individuals)	559	$64,034,025
High net worth individuals	8	$83,464,298

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