$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-22-2008
- Office Locations
- 1
Office Locations
6800 Gulfport Blvd. South Suite 201-137 St. Petersburg FL
About Integrity Advisors
Integrity Advisors, Inc. is a boutique corporate finance and investment banking firm serving middle-market businesses. It advises on mergers and acquisitions and arranges private placements of debt and equity. The firm typically takes on only one or two engagements per year for senior-level focus and has completed about $400M in M&A transactions since inception.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$171.4K AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs 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
R
RAYMOND PAUL VIRGILIO
Chief Compliance Officer, Financial Advisor, Managing Director, President
- CRD
- #2995988
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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