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Building 2FINANCIAL INTEGRITY ADVISORS, LLC

Map pinPHILADELPHIA, PA
Phone215-557-7622
NotebookSEC #801-127951
Total AUM
$4B
Employees
2
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 JFK BOULEVARD
SUITE 300
PHILADELPHIA
PA 19103
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
215-557-7622
Other Offices
2

ReceiptFinancials

Total AUM
$4B
Accounts
13
Discretionary
$4B
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$1.7M
HNW Individual Clients
1
AUM
$1.8M
Pension/Profit Sharing Plan Clients
2
AUM
$4B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNYPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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