Independence Asset Advisors, LLC

Independence Asset Advisors, LLC (CRD# 152963) is a financial advisory firm headquartered in Wynnewood, PA. They manage $1,701,621,107 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
308 E. Lancaster Avenue, Suite 305, Wynnewood, PA 19096
https://facebook.com/iaadvisors/
By the Numbers
  • Total Assets Under Management
    1,702
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $47,267,253
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Independence Asset Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Rebecca Renninger, financial advisor Wynnewood PA
Rebecca M. Renninger
CRD#: 6955890
308 E. Lancaster Avenue, Suite 110, Wynnewood, PA 19096

Rebecca Renninger (CRD# 6955890) is an Investment Advisor Representative working at Independence Asset Advisors, LLC in Wynnewood, PA and has over 6 years of experience in the finance industry.

2
Mary Daly, financial advisor Wynnewood PA
Mary S. Daly
CRD#: 6922473
308 E. Lancaster Avenue, Suite 305, Wynnewood, PA 19096

Mary Daly (CRD# 6922473) is an Investment Advisor Representative working at Independence Asset Advisors, LLC in Wynnewood, PA and has over 5 years of experience in the finance industry.

3
Katie Kearns, financial advisor Wynnewood PA
Katie E. Kearns
CRD#: 6045459
308 E. Lancaster Avenue, Suite 305, Wynnewood, PA 19096

Katie Kearns (CRD# 6045459) is an Investment Advisor Representative working at Independence Asset Advisors, LLC in Wynnewood, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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