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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-11-2016
- Office Locations
- 1
Office Locations
About Integrity Advisors LLC
Integrity Advisors is a Burlington, MA RIA providing fiduciary wealth management and goals-based financial planning, including investment management, retirement planning, risk management, tax-aware strategies, and legacy planning. The firm uses RightCapital’s cloud planning platform for cash-flow mapping, retirement and Social Security optimization, and stress-tested scenarios, and its managed accounts are ETF-focused (custodied at Interactive Brokers).
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Owner & Executives
BHAVNEESH KUMAR SHARMA
MANAGING PRINCIPAL, Owner
- CRD
- #6266374
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,767,736 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,767,736 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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