INDEPENDENCE FINANCIAL ADVISORS, LLC

402 Central Street
Franklin, New Hampshire 03235
Tel: 603-934-4445

About INDEPENDENCE FINANCIAL ADVISORS, LLC

INDEPENDENCE FINANCIAL ADVISORS, LLC, formally registered with the SEC as INDEPENDENCE FINANCIAL ADVISORS, LLC. The firm was established in 03/12/2015. They have over 9 offices throughout the country.

INDEPENDENCE FINANCIAL ADVISORS, LLC is a Franklin, New Hampshire based Financial Planning firm with nearly $432,940,469 assets under management, offering retirement planning & investment advisory services to 2732 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156305
SEC#	801-81025
Assets Managed by Firm	$432,940,469
No. of Clients	2732
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Other (ONE-TIME PROJECT FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (ADVERTISEMENT AND SALE OF FIXED/ FIXED-INDEX ANNUITY PRODUCTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2732	$432,940,469
Individuals (other than high net worth individuals)	2652	$324,553,967
High net worth individuals	38	$69,235,931
Pension and profit sharing plans	4	$21,980,385
Corporations or other businesses	38	$17,170,186

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PRIME BUCHHOLZ LLC 273 Corporate Drive Suite 250 Portsmouth, NH, 03801	$10,409,452,909	70	129
IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street Suite 400 Portsmouth, NH, 03801	$9,643,533,263	19	113
GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
LAKE STREET ADVISORS 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 03801	$3,108,813,749	1858	45

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