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Building 2INTEGRITY ADVISORY SOLUTIONS

Map pinDALLAS, IA
Phone(214) 919-2165
NotebookSEC #801-123090
Total AUM
$1.1B
Employees
113
Clients
2,430

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1445 ROSS AVE FL 55
DALLAS
IA 75202
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
(214) 919-2165
Other Offices
100

ReceiptFinancials

Total AUM
$1.1B
Accounts
4,143
Discretionary
$1.1B
Accounts
4,143
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,137
AUM
$435.1M
HNW Individual Clients
250
AUM
$637.1M
Pension/Profit Sharing Plan Clients
17
AUM
$5.7M
Charitable Organization Clients
1
AUM
$59.6K
Government Entity Clients
1
AUM
$376.7K
Corporation or Business Clients
24
AUM
$25.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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