Independence Asset Advisors, LLC

RIASEC Registered

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$57.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Wynnewood, Pennsylvania
CRD number: 152963
Registered since: October 13, 2010
Website: www.iaadvisors.com
Custodians: PNC WEALTH MANAGEMENT LLC, CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM
Client types: Corporations / Businesses83.64%
HNWI16.19%
Individuals0.17%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Independence Asset Advisors, LLC is an independent RIA organized as an LLC that operates as a capital allocator for both individuals/families and institutional clients. The firm is registered with the SEC (registered in 2010) and charges fees based on a percentage of assets under management. Core advisory activities include financial planning, discretionary portfolio management for individuals/small businesses and for institutions, and the selection of third‑party advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds30%
Private Funds28%
Exchange Traded Equities19%
Investment Grade Corp Bonds10%
Cash & Cash Equivalents7%

Owners & executives

3 of 3

Rebecca Renninger
President, Managing Member and Chief Investment OfficerCRD 6955890
Kyle Bubeck
Chief Compliance OfficerCRD 4784699
Scott Renninger
President, Chief Investment OfficerCRD 5754289