PPrivate Fund Data Log in Join · $37/mo

Financial Integrity Advisors, LLC

● SEC registered since 2023CRD 130458SEC# 801-127951Philadelphia, PA
Export (members)
Reg. AUM
$3.52B
Employees
3
Accounts
1
Location
Philadelphia, PA

Financial Integrity Advisors, LLC assets under management

Financial Integrity Advisors, LLC operates as an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 2023. It reports $3.5 billion in regulatory assets under management and employs 3 people.
www.firmadvisor.comView on SEC.gov ↗

Financial Integrity Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Philip Montier Harris ControlPresident/Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Financial Integrity Advisors, LLC manage?

Financial Integrity Advisors, LLC reports $3.5 billion in regulatory assets under management on its Form ADV.

How many employees does Financial Integrity Advisors, LLC have?

Financial Integrity Advisors, LLC reports 3 employees.

Where is Financial Integrity Advisors, LLC located?

Financial Integrity Advisors, LLC is based in Philadelphia, PA and has been SEC-registered since 2023.

Does Financial Integrity Advisors, LLC disclose fund performance?

Financial Integrity Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1800 Jfk Boulevard, Suite 300, Philadelphia, PA 19103
Phone215-557-7622
Fax215-557-7632
Office hours8:30a.m. - 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$3.52B
Total (RAUM)$3.52B