Overview
Assets Under Management: $941 million
Headquarters: WAYNE, PA
High-Net-Worth Clients: 190
Average Client Assets: $4.3 million
Frequently Asked Questions
INDEPENDENCE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153687), INDEPENDENCE ADVISORS, LLC is subject to fiduciary duty under federal law.
INDEPENDENCE ADVISORS, LLC is headquartered in WAYNE, PA.
INDEPENDENCE ADVISORS, LLC serves 190 high-net-worth clients according to their SEC filing dated November 15, 2018. View client details ↓
According to their SEC Form ADV, INDEPENDENCE ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
INDEPENDENCE ADVISORS, LLC manages $941 million in client assets according to their SEC filing dated November 15, 2018.
According to their SEC Form ADV, INDEPENDENCE ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 190
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.25%
Average Client Assets: $4.3 million
Total Client Accounts: 1,666
Discretionary Accounts: 1,665
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 153687
Filing ID: 1246815
Last Filing Date: 2018-11-15 15:42:00