INTEGRITY FINANCIAL ADVISORS, LLC

INTEGRITY FINANCIAL ADVISORS, LLC of WOBURN, MA is an SEC-registered investment adviser (CRD 313369). Regulatory assets under management: $134.9M. This firm reports disciplinary history on Form ADV.

Registration

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (7)

NameRoleLocation
Joseph Byron HoslerCHIEF COMPLIANCE OFFICER; MANAGIN PRINCIPAL
Robert Zlatko KuftinecMEMBER
Robert Forest HeldOWNER
HOSLER JOSEPH BYRONCHIEF COMPLIANCE OFFICER; MANAGIN PRINCIPAL
KUFTINEC ROBERT ZLATKOMEMBER
DOERR KENNETH JAMESMEMBER
HELD ROBERT FORESTOWNER

Disclosures (4)

InitiatedTypeAllegationsStatusAmount
regulatory

More on this firm