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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2021
- Office Locations
- 8
Office Locations
About Integrity Financial Advisors, LLC
Integrity Financial Advisors is a planning-first wealth manager focused on helping clients across life stages build and preserve generational wealth. The team provides tailored financial planning and investment management using a risk-managed, empirically based methodology that monitors global market risk, supported by technology to keep plans dynamic. A key differentiator is continuity via a standardized planning process used across its adviser network.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH BYRON HOSLER
Chief Compliance Officer, Managing Member - Cco
- CRD
- #1290907
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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CHRISTIAN FREDERICK BOCKRATH IV
--
- CRD
- #7971569
LORI ANN DAY
--
- CRD
- #6306856
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,159,697 | $235,500 |
| Non-Discretionary | $19,703,479 | $3,283,913 |
| Total | $134,863,176 | $272,451 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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