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Building 2INDEPENDENCE ADVISORS INC

Map pinWAYNE, PA
Phone610-695-8070
NotebookSEC #801-35829
Total AUM
$339M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 LEE ROAD, SUITE 100
WAYNE
PA 19087-5650
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
610-695-8070

ReceiptFinancials

Total AUM
$339M
Accounts
729
Discretionary
$333.6M
Accounts
719
Non-Discretionary
$5.4M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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