INTEGRITY FINANCIAL ADVISORS, LLC
CRD #313369 SEC #801-121305 WOBURN, MA 978-338-4830
SEC Registered Disclosures
Total AUM
$124.4M
Discretionary
$97.9M
Employees
10
Clients
25
Accounts
485
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 15, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOSLER, JOSEPH, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| ADVANCED FINANCIAL PARTNERS, LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
| AUOUR INVESTMENTS LLC | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| HELD, ROBERT, FOREST | I | ADVANCED FINANCIAL PARTNERS, LLC | E | Control |
| DOERR, KENNETH, JAMES | I | AUOUR INVESTMENTS LLC | C | Control |
| DOERR, KENNETH, JAMES | I | AUOUR INVESTMENTS LLC | C | Control |
| DOERR, KENNETH, JAMES | I | AUOUR INVESTMENTS LLC | C | Control |
| DOERR, KENNETH, JAMES | I | AUOUR INVESTMENTS LLC | C | Control |
| DOERR, KENNETH, JAMES | I | AUOUR INVESTMENTS LLC | C | Control |
| DOERR, KENNETH, JAMES | I | AUOUR INVESTMENTS LLC | C | Control |
| DOERR, KENNETH, JAMES | I | AUOUR INVESTMENTS LLC | C | Control |
| DOERR, KENNETH, JAMES | I | AUOUR INVESTMENTS LLC | C | Control |
| HOSLER, JOSEPH, BYRON | I | AUOUR INVESTMENTS LLC | C | Control |
| HOSLER, JOSEPH, BYRON | I | AUOUR INVESTMENTS LLC | C | Control |
| HOSLER, JOSEPH, BYRON | I | AUOUR INVESTMENTS LLC | C | Control |
| HOSLER, JOSEPH, BYRON | I | AUOUR INVESTMENTS LLC | C | Control |
| HOSLER, JOSEPH, BYRON | I | AUOUR INVESTMENTS LLC | C | Control |
| HOSLER, JOSEPH, BYRON | I | AUOUR INVESTMENTS LLC | C | Control |
| HOSLER, JOSEPH, BYRON | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
| KUFTINEC, ROBERT, ZLATKO | I | AUOUR INVESTMENTS LLC | C | Control |
Registrations
Federal
IA
Apr 15, 2025 REGISTERED
Notice Filings (13)
CA CO CT FL IL MA ME NC NH OK PA TX VA
Address
400 TRADECENTERSUITE 3990
WOBURN, MA 01801
United States
Phone: 978-338-4830