Sign in
Create a free account
INDEPENDENCE FINANCIAL ADVISORS, LLC
FRANKLIN, NH
603-934-4445
SEC #801-81025Total AUM
$463.8M
Employees
11Clients
2,777Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
402 CENTRAL STREET
FRANKLIN
NH 03235
United States
FRANKLIN
NH 03235
United States
Operating Hours
8 A.M TO 5 P.M.
Monday - Friday
Monday - Friday
Phone
603-934-4445
Other Offices
7
Financials
Total AUM
$463.8M
Accounts
3,065Discretionary
$433.9M
Accounts
2,772Non-Discretionary
$29.9M
Accounts
293
Clients
Individual Clients
2,695AUM
$322M
HNW Individual Clients
39AUM
$84.6M
Pension/Profit Sharing Plan Clients
5AUM
$29.9M
Government Entity Clients
6AUM
$9M
Corporation or Business Clients
32AUM
$18.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVERTISEMENT AND SALE OF FIXED/ FIXED-INDEX ANNUITY PRODUCTS
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ONE-TIME PROJECT FEES
Compliance
Disclosures
None reported
State Registrations
AZFLMAMENHSC
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.