Independence Wealth Advisors Inc.

Independence Wealth Advisors Inc. (CRD# 142195) is a financial advisory firm headquartered in Mclean, VA. They manage $202,423,024 in 469 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
6731 Whittier Avenue, Mclean, VA 22101
https://www.linkedin.com//in/kathyduffyva/
By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $431,606
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

FL, MD, NH, TX, VA

Financial Advisors at Independence Wealth Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kathleen Duffy, financial advisor Mclean VA
Kathleen E. Duffy
CRD#: 3023588
6731 Whittier Avenue, Mclean, VA 22101

Kathleen Duffy (CRD# 3023588) is an Investment Advisor Representative working at Independence Wealth Advisors Inc. in Mclean, VA and has over 26 years 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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