A complete list of active advisors currently associated with Integrity Advisers LLC
Warmer can help you find a great advisor at Integrity Advisers LLC or one who fits your needs even better.
Integrity Advisers LLC provides ongoing, discretionary portfolio management to individuals, related trusts and retirement accounts, nonprofit and charitable organizations, and business entities, offering services such as investment strategy, asset allocation, asset selection and regular portfolio monitoring. The firm charges percentage-of-assets‑under‑management advisory fees billed quarterly and documents client goals and risk tolerance in an Investment Profile for each account. Investment decisions are generally made under discretionary authority and implemented according to clients’ Investment Profiles, with reviews at least quarterly and verbal updates provided. The firm applies a wide range of analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis and modern portfolio theory — and pursues primarily long‑term trading across equities, mutual funds, fixed income, ETFs, options, ADRs and real estate funds. Notably, a principal of the firm also serves as a registered representative of an unaffiliated broker‑dealer and may receive commissions or insurance sales compensation; the brochure discloses this arrangement, identifies it as a conflict of interest, and states clients are not required to use that broker‑dealer. The firm is newly formed (August 2025) and reported no assets under management as of its last update, and it discloses policies against accepting soft‑dollar benefits, does not offer wrap fee programs, and requires monitoring and disclosure of personal trading.
To learn more about the advisors currently working at Integrity Advisers LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 18
|
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