Independent Solutions Wealth Management, LLC
Independent Solutions Wealth Management, LLC (CRD# 144733) is a financial advisory firm headquartered in Williamsville, NY. They manage $953,830,582 in 5,873 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management954MILLION
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Total Number of Accounts5,873ACCOUNTS
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Average Account Value$162,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, KS, LA, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
Michael Zimmer (CRD# 5762507) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 12 years of experience in the finance industry.
James Cammarata (CRD# 1026378) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 39 years of experience in the finance industry.
Russell Gaiser (CRD# 7432310) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 3 years of experience in the finance industry.
Jack Haxton (CRD# 7532895) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.
Lauren Muscato (CRD# 7124372) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.
Anthony Szefler (CRD# 7308712) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 3 years of experience in the finance industry.
John Thur (CRD# 1021635) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 30 years of experience in the finance industry.