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Building 2INDEPENDENCE ASSET ADVISORS, LLC

Map pinWYNNEWOOD, PA
Phone484-433-0848
NotebookSEC #801-71867
Total AUM
$2.2B
Employees
5
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
308 E. LANCASTER AVENUE
SUITE 305
WYNNEWOOD
PA 19096
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
484-433-0848

ReceiptFinancials

Total AUM
$2.2B
Accounts
38
Discretionary
$2.2B
Accounts
37
Non-Discretionary
$1.2M
Accounts
1

ContactClients

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Individual Clients
7
AUM
$3.7M
HNW Individual Clients
26
AUM
$354.8M
Corporation or Business Clients
5
AUM
$1.8B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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