INTEGRITY WEALTH ADVISORS
Firm details
- Headquarters
- Granger, Indiana
- CRD number
- 323750
- Website
- integritywa.net
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals63.67%
- HNWI36.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Integrity Wealth Advisors is a small, owner-operated LLC that provides fee-based wealth management and financial planning to individuals and families. The firm charges a mix of percentage-of-AUM and fixed fees and offers portfolio management for individual and small-business clients as well as manager selection services — indicating it acts as a capital allocator when appropriate. It does not position itself as an ESG investor and appears to operate domestically with a single-office footprint. The firm maintains relationships with a broker-dealer and an insurance company, which align with its use of annuities and its distribution/custody arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds41%
- Exchange Traded Equities40%
- Investment Grade Corp Bonds8%
- US Government Bonds4%
- State & Local Bonds4%
Contacts
3 of 3NICHOLAS VAIL
Co-OwnerCRD 5876579
WILLIAM VAIL
President and OwnerCRD 2772722
William Vail
Financial AdvisorCRD 7147646
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$171M in ETFs
49%
$84.1M
47%
$86.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $20.7M | 303,538 | 12.16% |
Location
Granger, IN
ST JOSEPH
Location
Granger, IN
Headquartered in Granger, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- ST JOSEPH
- Address
- 52511 Gumwood Rd
- Time zone
- ET (UTC-5)
- Office locations
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