Integrity Advisory Partners LLC

RIASEC RegisteredEst. 2023
Total AUM
$46.1M
Discretionary
$9.1M
20% of AUM
Avg account
$485K
Accounts
95
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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 79%, Derivatives 15%, Cash & Cash Equivalents 6%79%
  • Exchange Traded Equities79%
  • Derivatives15%
  • Cash & Cash Equivalents6%

Contacts

2 of 2
  • Ryan Cole

    Managing PartnerCRD 4826172

  • Adam Lazarus

    Adam Lazarus

    PartnerCRD 4827191

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth