Integrity Ria, LLC
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Overview
Integrity Ria, LLC is a financial advisor firm headquartered in Lafayette, Louisiana. It has $105.6 million in total assets over 1,947 client accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). Integrity Ria, LLC has a small group, including 2 financial advisors. Integrity Ria, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, equities and bonds.
Integrity Ria, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell decisions for the client's account are made by a portfolio manager without requiring the client's consent. The company manages an average of $54,249 in assets for each customer account. An average financial advisor at Integrity Ria, LLC oversees about 974 client accounts.
The firm's main office is located at 221 Southpark Rd Suite A3, Lafayette, Louisiana 70508. Integrity Ria, LLC is permitted to provide services to investors throughout a few states, including Alabama, Florida, Georgia, Louisiana, Mississippi, Nebraska and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Integrity Ria, LLC by the Numbers
$105.6 million
3
1,947
$54.2 thousand
Fee Structure
Fees charged by financial advisors are based on which services are provided. However, fees billed by the company typically consist of the following fee type: asset-based. Integrity Ria, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Integrity Ria, LLC caters to retail investors, high net worth investors and corporations. Out of its 1,947 accounts, Integrity Ria, LLC's biggest client by number of accounts is retail investors, although it also serves nine high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 1.16%
- Other Individuals - 97.42%
- Corporations - 1.42%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Integrity Ria, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Integrity Ria, LLC
Lafayette, LA
Lafayette, LA
Lafayette, LA
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