INDEPENDENCE ASSET ADVISORS, LLC
Wynnewood, PA
AUM
$2.19B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
484-433-0848
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5 advisers found
CONSERVEST CAPITAL ADVISORS INC
Wynnewood, PA
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
610-642-9588
MAINLINE INVESTMENT ADVISERS, LLC
Wynnewood, PA
AUM
$109.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
610-896-3000
MERION REALTY ADVISERS, LLC
Wynnewood, PA
AUM
$99.3M
Team
9 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE COMMITTED CAPITAL, CAPITAL ACCT &/OR ACQUISITION FEE
610-896-3000
BIRCH CREEK CAPITAL, LLC
Wynnewood, PA
AUM
$82.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-557-3335