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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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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