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⚲
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| Independence Wealth Advisors Inc
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|
|---|---|
| CRD # | 142195 |
| SEC # | 801-67291 |
| CIK # | 0001732846 |
| AUM | $188.4 MM (2023-03-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 703-752-6000 |
| Address | 6723 Whittier Ave Mclean, VA 22101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 25.3 |
| (b) Individuals (high net worth individuals) | 65 | 155.1 |
| (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 | 8.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 475 | 188.4 |
| By Discretionary | ||
| Discretionary | 459 | 174.1 |
| Non-Discretionary | 16 | 14.3 |
| Total | 475 | 188.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.4 | |
| Total | 475 | 188.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001732846] |
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|---|---|---|
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TKG Advisors LLC
✚
|
IN | 0.2 |
|
HMM Group LLC
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|
CA | 0.2 |
|
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|
Pacific Capital Associates Inc
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Tyner Capital Management Investment Counsel Inc
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46 Peaks LLC
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|
PA | 0.2 |
|
Client First Capital LLC
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|
CA | 0.2 |
|
Ballentine Capital Advisors Inc
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|
SC | 0.2 |
|
Barker Financial Group Inc
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|
MA | 0.2 |