Integrity Advisers LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 310757
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Integrity Advisers LLC is a small, individually owned limited liability company that operates as a registered representative of a broker‑dealer and provides portfolio management for individuals and small businesses. The firm charges clients based on a percentage of assets under management rather than flat or hourly fees. It is classified as an unclassified adviser in the available data and is not listed as a capital allocator, pension consultant, related adviser, or multi‑state registered adviser. The firm does not identify itself as an active ESG investor and is not characterized as a newly formed adviser. Its business model blends advisory portfolio management with broker‑dealer registration, which suggests access to broker‑dealer distribution channels and product platforms alongside advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1David Wong
CEO, Registered RepresentativeCRD 4689031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 453 S Spring St
- Time zone
- PT (UTC-8)
- Office locations
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