CRD: 290127
Integrity Financial Advisors, LLC
$57.2M Total AUM
$57.2M Disc. AUM
-- 3Y CAGR
3 Employees
339 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos · Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-31-2017
- Office Locations
- 1
Office Locations
144 44th Street SW Suite #2 Grand Rapids MI
About Integrity Financial Advisors, LLC
Integrity Financial Advisors, LLC is a Grand Rapids-based RIA. The firm has been operating for 8 years. Managing $57.2M in total assets under management, with 3 advisory representatives. They custody assets with Axos and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$19.1M AVG AUM / ADVISOR
$168.7K AVG AUM / CLIENT
4.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
Full visibility includes strategy notes for meridian foundation.
Upgrade to reveal position-level detail across wave vector.
Unlock to see real insight on timber beacon.
Open the full profile to inspect shifts in vital vertex.
Premium access reveals conviction themes in matrix wave.
Request access to benchmark trends tied to catalyst.
Unlock to see real insight on vertex fusion.
Premium access reveals conviction themes in fusion foundation alpha.
Asset Classes
Fusion glacier Eagle catalyst
Client Personas
Catalyst eagle
Investment Themes
Pathway oak Summit vertex Legacy
Investment Vehicles
Capital
Services
Horizon ridge Frontier quantum Catalyst Vital Element atlas Bridge element Vital Glacier value Pathway
Owner & Executives
M
MELISSA SUE LIVASY
President
- CRD
- #4881322
- Ownership
- 75% or more
(825) 646-3883
catalyst.prime@oakcapital.com
in linkedin.com/in/quantum-summit
Showing 1 of 1 owners & executives
Unlock allContacts
D
Devon Albarez
Investment Advisor
- CRD
- #7541475
(552) 302-7730
beacon.focus@ridgecapital.com
in linkedin.com/in/beacon-legacy
D
DANIEL THOMPSON
--
- CRD
- #8212978
(494) 241-7200
prime.alpha@foundationcapital.com
in linkedin.com/in/signal-frontier
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,199,404 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,199,404 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $57,199,404
Equity - Exchange:
22.7% Cash:
36.6% Other:
40.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,572,374,822 | 22.7% |
| Cash | $2,535,194,646 | 36.6% |
| Other | $2,819,191,861 | 40.7% |
| Total | $6,926,761,329 | 100.0% |