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Integrity Investment Advisors, LLC

Integrity Investment Advisors, LLC. CRD 140838

I

CRD: 140838

Integrity Investment Advisors, LLC

Lansdale, PA, 19446
2157722160
$67.0M Total AUM
$38.3M Disc. AUM
-- 3Y CAGR
6 Employees
180 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
07-17-2006
Office Locations
3

Office Locations

260 Knowles Avenue Suite 334 Southhampton PA
500 E Main Street Lansdale PA
-- Glen Carbon IL

About Integrity Investment Advisors, LLC

Integrity Investment Advisors, LLC is a Lansdale-based RIA with 3 offices. The firm has been operating for 19 years. Managing $67.0M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.

Team overview

64 AVG AGE
$22.3M AVG AUM / ADVISOR
$372.1K AVG AUM / CLIENT
12 yrs AVG TENURE
6 Employees
3 Advisory Reps
5 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Delta summit Capital

Investment Themes

Vector Oak

Investment Vehicles

Delta matrix Timber legacy

Services

Focus vital Eagle element Radial optima Crest vector Pioneer Prime vital Harbor capital Optima north

Owner & Executives

D

Daniel Joseph Carney

--

CRD
#7464342
Ownership
25% but less than 50%
(418) 237-1424
matrix.ridge@unisoncapital.com
in linkedin.com/in/prime-frontier
J

JOHN ROBERT HICKEY III

Chief Compliance Officer, President

CRD
#2748239
Ownership
25% but less than 50%
(310) 286-3158
quantum.glacier@horizoncapital.com
in linkedin.com/in/capital-crest
F

Foundation glacier

Bridge fusion radial

CRD
#70339
Ownership
25.9%
(254) 455-5304
matrix.wave@quantumcapital.com
in linkedin.com/in/ridge-oak

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Contacts

C

CHRISTOPHER ROCCO COTTONE

Investment Advisor Representative

CRD
#4622691
(837) 721-7773
ridge.oak@northcapital.com
in linkedin.com/in/pioneer-vertex
I

IRA M. FELDMAN

Founder

CRD
#4647761
(327) 798-8319
catalyst.frontier@wavecapital.com
in linkedin.com/in/optima-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $66,983,377

$67.0M Total SMA
Public Funds:
37.9%
Municipal Bonds:
19.5%
Cash:
42.6%
Asset class Assets Assets %
Public Funds $2,650,105,662 37.9%
Municipal Bonds $1,363,510,828 19.5%
Cash $2,978,746,733 42.6%
Total $6,992,363,223 100.0%

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