The INDEPENDENCE ASSET ADVISORS, LLC is a privately held investment adviser that advises $2.19Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INDEPENDENCE ASSET ADVISORS, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 61.07% over the last 5-years.
The Group has been registered with the SEC for 15.81 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 308 E. LANCASTER AVENUE SUITE 305, LOWER MERION TOWNSHIP, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 5 investment and 0 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $2.19Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 5 other accounts. Assets of Corporations or Other Businesses clients own $1.83Bn or 83.64% of Total Assets and High Net Worth Individuals own $354.82mn or 16.19% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Corporations or Other Businesses and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
INDEPENDENCE ASSET ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.