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Building 2INDEPENDENCE INVESTMENTS LLC

Map pinBOSTON, MA
Phone617-228-8700
NotebookSEC #801-66726
Total AUM
$1.1B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
160 FEDERAL STREET
9TH FLOOR
BOSTON
MA 02110
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
617-228-8700

ReceiptFinancials

Total AUM
$1.1B
Accounts
51
Discretionary
$1.1B
Accounts
50
Non-Discretionary
$3.1M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMATXVT

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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