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
Independent Solutions
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts30ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Independent Solutions
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.