INDEPENDENCE ADVISORS, LLC

WAYNE, Pennsylvania·2 registered advisors·CRD# 153687
SEC# 801-714490610-695-8070
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at INDEPENDENCE ADVISORS, LLC

2 registered advisors
Barbara Ann Richardson
WAYNE, Pennsylvania
Leslie Ann Young
WAYNE, Pennsylvania
05

Office Locations

WAYNE, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. INDEPENDENCE ADVISORS, LLC (CRD# 153687) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.