Integrity Advisors LLC

RIASEC Registered
Total AUM
$13.6M
Discretionary
$13.6M
100% of AUM
Avg account
$524K
Accounts
26
Employees
1
Advisory reps
1

Firm details

Headquarters
Burlington, Massachusetts
CRD number
169637
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI71.43%
  • Individuals28.57%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Integrity Advisors LLC is an independently operated registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. It markets itself beyond traditional advisory services through other financial product sales activities. Its fee model combines a percentage-of-assets approach with the possibility of performance-based fees. The firm is not positioned as a capital allocator or pension consultant, does not report multi-state advisory activity, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Bhavneesh Sharma

    Bhavneesh Sharma

    FounderCRD 6266374

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Burlington, MA

Middlesex

Location

Burlington, MA

Headquartered in Burlington, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
100 Summit Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth