INDEPENDENCE ASSET ADVISORS, LLC

RIASEC RegisteredEst. 2010

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 registered investment adviser organized as an LLC and operating as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. It was SEC‑registered in 2010 and is owned by an individual proprietor. The firm does not position itself 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
SCOTT RENNINGER
President, Chief Investment OfficerCRD 5754289
KYLE BUBECK
Chief Compliance OfficerCRD 4784699