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INDEPENDENCE WEALTH ADVISORS INC.
6731 Whittier Avenue
Mclean, Virginia 22101
Tel: 703-752-6000
About INDEPENDENCE WEALTH ADVISORS INC.
INDEPENDENCE WEALTH ADVISORS INC, formally registered with the SEC as INDEPENDENCE WEALTH ADVISORS INC. The firm was established in 12/08/2006. They have over 2 offices throughout the country.
INDEPENDENCE WEALTH ADVISORS INC. is a Mclean, Virginia based Financial Planning firm with nearly $202,423,024 assets under management, offering retirement planning & investment advisory services to 469 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142195 |
| SEC# | 801-67291 |
| Assets Managed by Firm | $202,423,024 |
| No. of Clients | 469 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 469 | $202,423,024 |
| Individuals (other than high net worth individuals) | 62 | $29,426,854 |
| High net worth individuals | 69 | $163,395,229 |
| Pension and profit sharing plans | Fewer than 5 clients | $9,600,941 |
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