Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
2,427 clients
Average Client Portfolio
$211K average
Assets Under Management
$512.3M

Fee Structure

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Location

3425 S Bascom Ave, #240, Campbell, CA, 95008

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anastasios owns a residential apartment complex rental, dedicating minimal time to it. He also works as an estate planning attorney full-time and has two DBAs for his securities business, spending a few hours per week on each.

Employment History
Current Registrations
Integrity Advisory Solutions
April 2025 - Present · 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.