Integrity Advisory Partners LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 161647
- Registered since
- July 31, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.15%
- Individuals14.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integrity Advisory Partners LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm focuses on financial planning and portfolio management for individuals and small businesses, serving a client base of individual and family investors. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, giving flexibility across planning and investment mandates. Integrity Advisory Partners does not position itself as a capital allocator, does not identify as an active ESG investor, and is not organized as a multi-state or pension consultant adviser. The firm lists an industry affiliation with an accountant, suggesting a formal linkage to tax or accounting expertise for client work.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities79%
- Derivatives15%
- Cash & Cash Equivalents6%
Contacts
2 of 2Ryan Cole
Managing PartnerCRD 4826172

Adam Lazarus
PartnerCRD 4827191
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 11 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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