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Building 2INTEGRITY FINANCIAL ADVISORS, LLC

Map pinWOBURN, MA
Phone978-338-4830
NotebookSEC #801-121305
Total AUM
$134.9M
Employees
9
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 TRADECENTER
SUITE 3990
WOBURN
MA 01801
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
978-338-4830
Other Offices
5

ReceiptFinancials

Total AUM
$134.9M
Accounts
495
Discretionary
$115.2M
Accounts
489
Non-Discretionary
$19.7M
Accounts
6

ContactClients

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Individual Clients
208
AUM
$75.7M
HNW Individual Clients
22
AUM
$35M
Pension/Profit Sharing Plan Clients
5
AUM
$19.7M
Corporation or Business Clients
5
AUM
$4.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CACTFLMAMENCNHOKPAVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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