CRD: 130458
Financial Integrity Advisors, LLC
$4.0B Total AUM
$4.0B Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
21 yrs Firm Age
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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2005
- Office Locations
- 1
Office Locations
1800 JFK Boulevard Suite 300 Philadelphia PA
About Financial Integrity Advisors, LLC
Financial Integrity Advisors, LLC is a Philadelphia-based RIA. The firm has been operating for 21 years. Managing $4.0B in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Team overview
62 AVG AGE
$4.0B AVG AUM / ADVISOR
$396.3M AVG AUM / CLIENT
21.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
PHILIP MONTIER HARRIS
Chief Compliance Officer, President
- CRD
- #1892115
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,963,360,838 | $304,873,911 |
| Non-Discretionary | $0 | -- |
| Total | $3,963,360,838 | $304,873,911 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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