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Ashley Celeste Kabalan

INDEPENDENCE WEALTH ADVISORS, LLC·INDEPENDENCE, Ohio
Unclaimed Profile
6100 OAK TREE BLVD SOUTH, INDEPENDENCE, OH 44131CRD# 7289485Firm CRD# 306236
01

About

Ashley Celeste Kabalan is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with INDEPENDENCE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INDEPENDENCE WEALTH ADVISORS, LLC
INDEPENDENCE WEALTH ADVISORS, LLC
AUM
$128M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at INDEPENDENCE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7289485
Firm CRD# 306236
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ashley Celeste Kabalan offer?
Ashley Celeste Kabalan specializes in Financial Planning, Investment Management. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Ashley Celeste Kabalan's credentials?
Ashley Celeste Kabalan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ashley Celeste Kabalan located?
Ashley Celeste Kabalan is based in INDEPENDENCE, Ohio, working with INDEPENDENCE WEALTH ADVISORS, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Ashley Celeste Kabalan charge for services?
Ashley Celeste Kabalan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEPENDENCE WEALTH ADVISORS, LLC?
INDEPENDENCE WEALTH ADVISORS, LLC has approximately 6 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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