Independence Advisors LLC


Assets, Funds, Holdings

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Independence Advisors LLC
CRD #153687
SEC #801-71449
CIK #1679118
AUM $1.3 BB (100% Disc, 100% US, 2020-02-20)
Employees13 (85% Investors, 0% Brokers)
Address620 Lee Road
Wayne, PA 19087-5636
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
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
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Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Legacy One Financial Advisors LLC
TX 1.3
UBK Asset Management PLC
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
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