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- Custodian
- American Funds · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-17-2006
- Office Locations
- 3
Office Locations
About Integrity Investment Advisors, LLC
Integrity Investment Advisors, LLC is a Lansdale-based RIA with 3 offices. The firm has been operating for 20 years. Managing $67.0M in total assets under management, with 3 advisory representatives. They custody assets with American Funds and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 57.2% is discretionary and 42.8% is non-discretionary.
The firm reports 3 advisory representatives and 180 clients, or 60 clients per representative. That equates to $372.1K in reported AUM per client.
The profile lists 3 reported office locations and 20 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Daniel Joseph Carney
--
- CRD
- #7464342
- Ownership
- 25% but less than 50%
JOHN ROBERT HICKEY III
Chief Compliance Officer, President
- CRD
- #2748239
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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CHRISTOPHER ROCCO COTTONE
Investment Advisor Representative
- CRD
- #4622691
IRA M. FELDMAN
Founder
- CRD
- #4647761
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,303,664 | -- |
| Non-Discretionary | $28,679,713 | -- |
| Total | $66,983,377 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Integrity Investment Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.