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INDEPENDENCE ASSET ADVISORS, LLC
INDEPENDENCE ASSET ADVISORS, LLC
WYNNEWOOD, Pennsylvania
·
2 registered advisors
·
CRD# 152963
SEC# 801-71867
0
610-649-9841
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at INDEPENDENCE ASSET ADVISORS, LLC
2 registered advisors
Katie Elizabeth Kearns
WYNNEWOOD, Pennsylvania
CRD# 6045459
Scott David Renninger
WYNNEWOOD, Pennsylvania
CRD# 5754289
05
Office Locations
WYNNEWOOD, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. INDEPENDENCE ASSET ADVISORS, LLC (CRD# 152963) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.