INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

305 Spindrift Drive
Williamsville, New York 14221
Tel: 716-568-8566

About INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC, formally registered with the SEC as INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC. The firm was established in 11/10/2008. They have over 2 offices throughout the country.

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC is a Williamsville, New York based Financial Planning firm with nearly $953,830,582 assets under management, offering retirement planning & investment advisory services to 5873 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144733
SEC#	801-69708
Assets Managed by Firm	$953,830,582
No. of Clients	5873
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	5873	$953,830,582
Individuals (other than high net worth individuals)	3493	$580,594,559
High net worth individuals	157	$357,134,155
Charitable organizations	6	$7,654,083
Corporations or other businesses	14	$8,447,785

More Retirement Planning firms in Williamsville, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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