Independence Asset Advisors, LLC
Firm details
- Headquarters
- Wynnewood, Pennsylvania
- CRD number
- 152963
- Registered since
- October 13, 2010
- Website
- www.iaadvisors.com
- Custodians
- PNC WEALTH MANAGEMENT LLC, CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC., PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses83.64%
- HNWI16.19%
- Individuals0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Independence Asset Advisors, LLC is an independent registered investment adviser organized as an LLC that provides fee-based wealth management and advisory services. The firm is registered with the SEC (registered in 2010) and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and selection of external managers. Compensation is charged as a percentage of assets under management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds30%
- Private Funds28%
- Exchange Traded Equities19%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$423M in ETFs
55%
$231M
33%
$192M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $133M | 356,137 | 31.54% |
Location
Wynnewood, PA
Montgomery
Location
Wynnewood, PA
Headquartered in Wynnewood, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 308 E Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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