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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Independence Financial Advisors LLC
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|---|---|
| CRD # | 156305 |
| SEC # | 801-81025 |
| CIK # | 0002066080, 0001679118 |
| AUM | $432.9 M (2024-12-20) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 603-934-4445 |
| Address | 402 Central Street Franklin, NH 03235 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.4 | ||
| Apple Inc | 1.4 | ||
| SPDR Gold Trust | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,652 | 324.6 |
| (b) Individuals (high net worth individuals) | 38 | 69.2 |
| (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 | 4 | 22.0 |
| (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 | 38 | 17.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,732 | 432.9 |
| By Discretionary | ||
| Discretionary | 2,728 | 411.0 |
| Non-Discretionary | 4 | 22.0 |
| Total | 2,732 | 432.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 432.9 | |
| Total | 2,732 | 432.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001679118] | |
| 13F-HR | [0002066080] |
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