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INDEPENDENCE ASSET ADVISORS, LLC
308 E. Lancaster Avenue
Suite 305
Wynnewood, Pennsylvania 19096
Tel: 610-649-9841
About INDEPENDENCE ASSET ADVISORS, LLC
INDEPENDENCE ASSET ADVISORS, LLC, formally registered with the SEC as INDEPENDENCE ASSET ADVISORS, LLC. The firm was established in 10/13/2010. They have over 1 offices throughout the country.
INDEPENDENCE ASSET ADVISORS, LLC is a Wynnewood, Pennsylvania based Financial Planning firm with nearly $1,701,621,107 assets under management, offering retirement planning & investment advisory services to 36 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152963 |
| SEC# | 801-71867 |
| Assets Managed by Firm | $1,701,621,107 |
| No. of Clients | 36 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 36 | $1,701,621,107 |
| Individuals (other than high net worth individuals) | 16 | $5,373,106 |
| High net worth individuals | 17 | $400,533,524 |
| Corporations or other businesses | 3 | $1,295,714,477 |
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