Be advised. This firm is no longer registered.

Independent Solutions

Independent Solutions (CRD# 133201) is a financial advisory firm headquartered in Glendale, WI. They manage $4,513,585 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5205 N. Ironwood Rd. Suite #102, Glendale, WI 53217
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $150,453
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

WI

Financial Advisors at Independent Solutions
No Advisor Found.

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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