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Building 2INTEGRITY WEALTH ADVISORS, LLC

Map pinVENTURA, CA
Phone805-339-0760
NotebookSEC #801-113205
Total AUM
$285.5M
Employees
10
Clients
832

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
196 S. FIR ST.
SUITE 140
VENTURA
CA 93001
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
805-339-0760
Other Offices
1

ReceiptFinancials

Total AUM
$285.5M
Accounts
1,161
Discretionary
$285.5M
Accounts
1,161
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
641
AUM
$43.7M
HNW Individual Clients
177
AUM
$212.8M
Banking Clients
1
AUM
$1.8M
Pension/Profit Sharing Plan Clients
5
AUM
$21.1M
Charitable Organization Clients
5
AUM
$4.3M
Corporation or Business Clients
3
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHIIDNCNVNYORSCTNTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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