Integrity Financial Advisors, LLC
● SEC registered since 2021CRD 313369SEC# 801-121305Woburn, MA
Reg. AUM
$134.9M
Employees
9
Accounts
495
Location
Woburn, MA
Integrity Financial Advisors, LLC assets under management
Integrity Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Woburn, MA. The firm has been registered since 2021. It reports $134.9 million in regulatory assets under management and employs 9 people.
Integrity Financial Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Advanced Financial Partners, LLC Control | Member | 50-75% | 2021 |
| Auour Investments Llc Control | Member | 50-75% | 2021 |
| Joseph Byron Hosler Control | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Integrity Financial Advisors, LLC manage?
Integrity Financial Advisors, LLC reports $134.9 million in regulatory assets under management on its Form ADV.
How many employees does Integrity Financial Advisors, LLC have?
Integrity Financial Advisors, LLC reports 9 employees.
Where is Integrity Financial Advisors, LLC located?
Integrity Financial Advisors, LLC is based in Woburn, MA and has been SEC-registered since 2021.
Does Integrity Financial Advisors, LLC disclose fund performance?
Integrity Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Tradecenter, Suite 3990, Woburn, MA 01801 |
| Phone | 978-338-4830 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$134.9M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$134.9Mregulatory AUM
Discretionary $115.2MNon-discretionary $19.7M