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Integrity Investment Advisors, LLC

Headquartered in LANSDALE, PA

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Firm Information

Integrity Investment Advisors, LLC is an investment advisor based in [Main Office Location]. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals and businesses. They manage approximately $55.83 million in assets for 289 clients, including 12 high-net-worth individuals. The firm has 2 licensed agents, 5 investment advisor representatives, and 3 investment advisory functions.

Integrity Investment Advisors, LLC

$55.83M

Assets Under Management

10

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

INTEGRITY INVESTMENT ADVISORS, LLC has a total of 2 branch locations across the country.
location

Southhampton, PA

location

LANSDALE, PA

Advisors at Integrity Investment Advisors, LLC

View All 3 Advisors
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Ira M. Feldman

RA

LANSDALE, PA

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John Robert Hickey

CFP®, RA

LANSDALE, PA

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Mark Benjamin Zinman

RA

LANSDALE, PA

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Daniel Joseph Carney

RA

LANSDALE, PA

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Disclosures

There are no public disclosures for Integrity Investment Advisors, LLC.

Frequently Asked Questions (5)

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