Integrity Financial Advisors, LLC
Integrity Financial Advisors, LLC is an SEC-registered mass-market adviser in Woburn, MA with $134.9M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Integrity Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313369, SEC 801-121305, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $134.9M (2026-06-26)
- Firm type
- Mass-Market Adviser
- Location
- Woburn, MA
- Employees
- 9
- Clients
- 240
- CRD
- 313369
- Ownership
- HOSLER, JOSEPH, BYRON; AUOUR INVESTMENTS LLC; ADVANCED FINANCIAL PARTNERS, LLC; HELD, ROBERT, FOREST; KUFTINEC, ROBERT, ZLATKO
How much AUM does Integrity Financial Advisors, LLC have?
Integrity Financial Advisors, LLC reported $134.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Integrity Financial Advisors, LLC?
Disclosed owners and executives of Integrity Financial Advisors, LLC include HOSLER, JOSEPH, BYRON, AUOUR INVESTMENTS LLC, ADVANCED FINANCIAL PARTNERS, LLC, HELD, ROBERT, FOREST, KUFTINEC, ROBERT, ZLATKO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.