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INDEPENDENCE ADVISORS, LLC
WAYNE, PA
610-695-8070
SEC #801-71449Total AUM
$1.3B
Employees
13Clients
373Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
620 LEE ROAD
SUITE 100
WAYNE
PA 19087-5636
United States
SUITE 100
WAYNE
PA 19087-5636
United States
Operating Hours
8:30 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
610-695-8070
Financials
Total AUM
$1.3B
Accounts
1,535Discretionary
$1.3B
Accounts
1,534Non-Discretionary
$2.4M
Accounts
1
Clients
Individual Clients
141AUM
$51.1M
HNW Individual Clients
213AUM
$1.2B
Pension/Profit Sharing Plan Clients
9AUM
$57.9M
Charitable Organization Clients
9AUM
$33.4M
Corporation or Business Clients
1AUM
$7.1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CADEFLLANCNHNJNYPASCTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.