|
⚲
|
| Keyboard |
| Independence Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 156305 |
| SEC # | 801-81025 |
| CIK # | 0002066080, 0001679118 |
| AUM | 463.8 M (2025-12-19) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 603-934-4445 |
| Address | 402 Central Street Franklin, NH 03235 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002066080 0001679118 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 13.0 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,695 | 322.0 |
| (b) Individuals (high net worth individuals) | 39 | 84.6 |
| (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 | 29.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 6 | 9.0 |
| (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 | 32 | 18.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,065 | 463.8 |
| By Discretionary | ||
| Discretionary | 2,772 | 433.9 |
| Non-Discretionary | 293 | 29.9 |
| Total | 3,065 | 463.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 463.8 | |
| Total | 3,065 | 463.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001679118] | |
| 13F-HR | [0002066080] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
John F Suby Wealth Management LLC
✚
|
WI | 464.9 M |
|
LPWM LLC
✚
|
MN | 464.8 M |
|
HMV Wealth Advisors LLC
✚
|
LA | 464.8 M |
|
Colonial River Investments LLC
✚
|
VA | 464.4 M |
|
Accountants Proprietary Financial Servicenet Inc
✚
|
NY | 464.3 M |
|
SARD Wealth Management Group LLC
✚
|
GA | 464.0 M |
|
MKT Advisors LLC
✚
|
CA | 463.7 M |
|
Monarch Wealth Strategies
✚
|
CA | 463.5 M |
|
Miller Financial Services LLC
✚
|
MI | 462.9 M |
|
Plum Street Advisors LLC
✚
|
462.8 M |