Independence Asset Advisors, LLC

RIASEC RegisteredEst. 2010

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$57.7M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Independence Asset Advisors, LLC is an independent, SEC-registered RIA that provides fee-based wealth management and financial planning services to both high-net-worth individuals/families and institutional clients. The firm acts as a capital allocator and offers bespoke portfolio management across individual, small business and institutional mandates, including the selection of outside managers. Its business model charges a percentage of assets under management and the firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds30%
Private Funds28%
Exchange Traded Equities19%
Investment Grade Corp Bonds10%
Cash & Cash Equivalents7%

Owners & executives

3 of 3

Rebecca Renninger
President, Managing Member and Chief Investment OfficerCRD 6955890
Scott Renninger
President, Chief Investment OfficerCRD 5754289
Kyle Bubeck
Chief Compliance OfficerCRD 4784699