Independence Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Independence Advisors LLC
CRD #153687
SEC #801-71449
CIK #1679118
AUM $1.3 BB (100% Disc, 100% US, 2020-02-20)
Employees13 (85% Investors, 0% Brokers)
Phone610-695-8070
Address620 Lee Road
Wayne, PA 19087-5636
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
1325106079553026502008201220162021
Sector Issuer Cap ($MM) Value ($MM)
VTV 35.6
IWF 34.3
VUG 33.4
EFA 30.2
BIV 25.0
SUB 14.5
IVW 13.5
IWD 13.3
EFV 8.9
MUB 8.6
View All
Holdings by Sector ($)
0.30.20.20.10.10.02017201820192020
Comparable Firms State AUM ($BB)
Legacy One Financial Advisors LLC
TX 1.3
UBK Asset Management PLC
1.3
Morrison Fiduciary Advisors Inc
PA 1.3
Founders Financial Securities LLC
MD 1.3
Financial Dimensions Group Inc
MN 1.3
Frye Louis Capital Management Inc
IL 1.3
Weston Financial Group Inc
MA 1.3
Crestwood Advisors LLC
MA 1.3
Nelson van Denburg & Campbell Wealth Management Group LLC
NE 1.3
Emerging Markets Investors Corporation
VA 1.3
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com