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INDEPENDENCE FINANCIAL ADVISORS, LLC
CRD 156305 · SEC 801-81025
402 CENTRAL STREET, FRANKLIN, NH, 03235, United States
Phone
603-934-4445
Fax
603-934-1429
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$463.8M
Discretionary AUM
$433.9M
Team
11 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; ONE-TIME PROJECT FEES
Org form
Limited Liability Company
Filing date
2025-12-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ADVERTISEMENT AND SALE OF FIXED/ FIXED-INDEX ANNUITY PRODUCTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2695 | $322.0M |
| High net worth individuals | 39 | $84.6M |
| Pension/profit sharing plans | 5 | $29.9M |
| State/municipal entities | 6 | $9.0M |
| Corporations/business entities | 32 | $18.3M |
States served
AZ, ME, MA, SC, NH, FL
All web addresses on file
Official SEC filing: View on IAPD