II
Integrity Investment Advisors, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 140838
· Lansdale, PA
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ADV data as of Apr 28, 2026
- Regulatory AUM
- $67.0M
- Discretionary
- $38.3M
- Clients
- 170
- Avg AUM / client
- $394K
- Accounts
- 260
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 159 | $34.7M | 51.7% |
| High net worth individuals | 11 | $28.5M | 42.5% |
| Corporations and other businesses | Fewer than 5 clients | $3.8M | 5.74% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Robert Hickey | Registered representative | CFP | Jul 2006 (20y) | |
| Mark Benjamin Zinman | Registered representative | Jul 2006 (20y) | ||
| Christopher Rocco Cottone | Registered representative | Feb 2015 (11y) | ||
| Ira M. Feldman | Registered representative | Jan 2022 (5y) | ||
| Daniel Joseph Carney | Registered representative | Mar 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $59.7M (89% of AUM) Apr 2026
- Capital Group $5.3M (8% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗