|
⚲
|
| Independence Asset Advisors LLC
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| |
|---|---|
| CRD # | 152963 |
| SEC # | 801-71867 |
| CIK # | 0002010929 |
| AUM | $1.7 BB (2024-03-22) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 610-649-9841 |
| Address | 308 E Lancaster Avenue Wynnewood, PA 19096 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 5.4 |
| (b) Individuals (high net worth individuals) | 17 | 400.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1,295.7 |
| (n) Other | 0 | 0.0 |
| Total | 36 | 1,701.6 |
| By Discretionary | ||
| Discretionary | 36 | 1,701.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36 | 1,701.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,701.6 | |
| Total | 36 | 1,701.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002010929] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Smith Moore & Co
✚
|
MO | 1.7 |
|
Doyenne Wealth Advisors LLC
✚
|
IL | 1.7 |
|
Institutional and Family Asset Management LLC
✚
|
CO | 1.7 |
|
The Wealth Alliance LLC
✚
|
NY | 1.7 |
|
Heritage Investment Group Inc
✚
|
FL | 1.7 |
|
Well Done LLC
✚
|
MI | 1.7 |
|
Sigma Investment Counselors Inc
✚
|
MI | 1.7 |
|
Conservest Capital Advisors Inc
✚
|
PA | 1.7 |
|
NBC Securities Inc
✚
|
AL | 1.7 |
|
Redwood Investments LLC
✚
|
MA | 1.7 |