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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Independence Asset Advisors LLC
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|---|---|
| CRD # | 152963 |
| SEC # | 801-71867 |
| CIK # | 0002010929 |
| AUM | $1.7 B (2025-03-24) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 610-649-9841 |
| Address | 308 E Lancaster Avenue Wynnewood, PA 19096 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 2.6 | ||
| CVS Caremark Corp | 2.4 | ||
| Global Payments Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.5 |
| (b) Individuals (high net worth individuals) | 25 | 337.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1,389.7 |
| (n) Other | 0 | 0.0 |
| Total | 36 | 1,730.4 |
| By Discretionary | ||
| Discretionary | 36 | 1,730.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36 | 1,730.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,730.4 | |
| Total | 36 | 1,730.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010929] |
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|---|---|---|
|
Clayton Financial Group LLC
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|
MO | 1.7 |
|
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NJ | 1.7 |
|
Cherry Creek Family Offices LLC
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CO | 1.7 |
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The Harbor Group Inc
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NH | 1.7 |
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Transamerica Financial Advisors LLC
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PA | 1.7 |
|
Corda Investment Management LLC
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TX | 1.7 |
|
Conservest Capital Advisors Inc
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PA | 1.7 |
|
Landaas & Company LLC
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WI | 1.7 |
|
Novare Capital Management
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|
NC | 1.7 |
|
Atwood & Palmer Inc
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|
MO | 1.7 |