Assets Under Management
$274.9M
Number of Clients
823
Number of Advisors
6
Average Client AUM
$334K
AUM per Advisor
$45.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Integrity Wealth Advisors, LLC offers asset management and investment consulting services tailored to clients' financial goals, risk tolerance, and time horizons. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning & consulting. They also offer retirement plan consulting and estate planning services.
196 S. Fir St., Suite 140, Ventura, CA, 93001