FINANCIAL INTEGRITY ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.96B |
| Discretionary | $3.96B100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $304.9M |
| Employees | 2 |
| Peak AUM | $13.71BFeb 2024 |
| AUM CAGR | +20.8% /yrover 22 yrs · 27 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.0B | +12.5% | 32.4% | — | |
| Discretionary AUM | $4.0B | ||||
Key Metrics
| Total AUM | $3.96B |
| Discretionary | $3.96B |
| Employees | 2 |
| Client Accounts | 13 |
| Client Range | 0 |
Contact & Location
Address
1800 JFK BOULEVARD
PHILADELPHIA PA 19103
Phone
215-557-7622
Filing History
27 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 100.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension Consultant