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 operates as a privately held limited liability company that serves individual and family clients. Ownership is held by an individual and the firm acts as a capital allocator, offering fee arrangements that include a percentage of assets under management and fixed fees. Core advisory services listed are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm maintains industry relationships with a broker-dealer and an insurance company. It is state-registered in Florida, Indiana and Michigan.
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
- Public Funds/Mutual Funds41%
- Exchange Traded Equities40%
- Investment Grade Corp Bonds8%
- US Government Bonds4%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$198M in ETFs
53%
$105M
40%
$93.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $23.9M | 305,865 | 12.07% |
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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