Falists
← Back to search

INDEPENDENCE ASSET ADVISORS, LLC

CRD 152963 · SEC 801-71867

Visit website

308 E. LANCASTER AVENUE, SUITE 305, WYNNEWOOD, PA, 19096, United States

Phone

484-433-0848

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.19B

Discretionary AUM

$2.19B

Team

5 total employees; 5 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals7$3.7M
High net worth individuals26$354.8M
Corporations/business entities5$1.83B

States served

PA, FL

All web addresses on file

Official SEC filing: View on IAPD