INDEPENDENCE FINANCIAL ADVISORS, LLC

FRANKLIN, New Hampshire·3 registered advisors·CRD# 156305
SEC# 801-810258603-934-4445
01

Firm Overview

AUM
$433M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Other: ONE-TIME PROJECT FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at INDEPENDENCE FINANCIAL ADVISORS, LLC

3 registered advisors
Glenn Maynard Lepene
FRANKLIN, New Hampshire
Michael Francis Ventura
FRANKLIN, New Hampshire
Paul William Gatehouse
FRANKLIN, New Hampshire
05

Office Locations

FRANKLIN, New Hampshire
3 advisors

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Data sourced from SEC Form ADV filings. INDEPENDENCE FINANCIAL ADVISORS, LLC (CRD# 156305) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.