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Integrity Financial Advisors, LLC

● SEC registered since 2021CRD 313369SEC# 801-121305Woburn, MA
Export (members)
Reg. AUM
$124.4M
Employees
10
Accounts
485
Location
Woburn, MA

Integrity Financial Advisors, LLC assets under management

Integrity Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Woburn, MA. The firm has been registered since 2021. It reports $124.4 million in regulatory assets under management and employs 10 people.
www.integrityfa.comView on SEC.gov ↗

Integrity Financial Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Advanced Financial Partners, LLC ControlMember50-75%2021
Auour Investments Llc ControlMember50-75%2021
Joseph Byron Hosler ControlChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Integrity Financial Advisors, LLC manage?

Integrity Financial Advisors, LLC reports $124.4 million in regulatory assets under management on its Form ADV.

How many employees does Integrity Financial Advisors, LLC have?

Integrity Financial Advisors, LLC reports 10 employees.

Where is Integrity Financial Advisors, LLC located?

Integrity Financial Advisors, LLC is based in Woburn, MA and has been SEC-registered since 2021.

Does Integrity Financial Advisors, LLC disclose fund performance?

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

Contact & registration

Address400 Tradecenter, Suite 3990, Woburn, MA 01801
Phone978-338-4830
Office hours9a.m. - 5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$97.9M
Non-discretionary$26.4M
Total (RAUM)$124.4M