INDEPENDENCE FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2015

Total AUM

$464M

Discretionary

$434M

94% of AUM

Avg account

$151K

Accounts

3,065

Employees

Advisory reps

Firm details

Headquarters: FRANKLIN, New Hampshire
CRD number: 156305
Registered since: March 12, 2015
Website: www.ifa-nh.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: Individuals69.44%
HNWI18.24%
Pension & Profit Sharing Plans6.44%
Corporations / Businesses3.95%
State / Municipal Government1.93%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Independence Financial Advisors, LLC is an SEC-registered independent registered investment adviser organized as an LLC and operating since 2015. The firm serves both individual and family clients as well as institutional clients and combines portfolio management with financial planning and insurance brokerage activities. Its advisory services cover portfolio management for individuals, small businesses and institutional entities. FINTRX flags the firm as not an active ESG investor and not registered as a multi-state adviser, and lists a domestic entity/individual ownership structure. Fee arrangements are a mix of percentage-of-AUM, hourly charges and other fee types. The firm maintains an industry affiliation with a banking or thrift institution.