INTEGRITY ADVISORY PARTNERS LLC

Adviser information for INTEGRITY ADVISORY PARTNERS LLC last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 10 $7.0M
Non-Discretionary 87 $29.3M
Total 97 $36.3M

Clients

Type Number RAUM
Individuals 26 $7.1M
HNW Individuals 14 $29.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-128473
SEC ERA File Number 801-128473
SEC CIK Numbers None
SEC CRD Numbers 161647
Legal Entity Identifier None

Principal Office

11 BROADWAY
SUITE 615
NEW YORK
NY
United States
Monday - Friday, 9:00AM - 6:00PM
Tel: 646-435-1506, Fax: 646-435-1508

Chief Compliance Officer

RYAN COLE
MANAGING MEMBER
11 BROADWAY
SUITE 615
NEW YORK
NY
United States
Tel: 646-435-1506
Fax: 646-435-1508
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
COLE, RYAN, SCOTT Individual MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 02/2012 50-75%
LAZARUS, ADAM, TODD Individual MANAGING MEMBER 02/2012 50-75%

No. Employees, Historic

10502023202420252 on 6/30/20232 on 8/1/20232 on 3/8/2024

RAUM, Historic

40M20M020232024202533568569 on 6/30/202333568569 on 8/1/202336314437 on 3/8/2024

No. Clients, Historic

4020020232024202537 on 6/30/202337 on 8/1/202340 on 3/8/2024