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⚲
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| Independence Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 156305 |
| SEC # | 801-81025 |
| CIK # | 0001679118 |
| AUM | $329.7 MM (2023-01-03) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 603-934-4445 |
| Address | 402 Central Street Franklin, NH 03235 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,279 | 252.4 |
| (b) Individuals (high net worth individuals) | 26 | 48.3 |
| (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 | 5 | 17.4 |
| (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 | 27 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,337 | 329.7 |
| By Discretionary | ||
| Discretionary | 2,332 | 312.2 |
| Non-Discretionary | 5 | 17.4 |
| Total | 2,337 | 329.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.7 | |
| Total | 2,337 | 329.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001679118] |
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