Company Overview
- Headquarters
- 308 E Lancaster Ave Ste 305, Wynnewood PA
- Website
- iaadvisors.com
- Phone
- (610) 649-****
- Employees
- 7
- Founded in
- 2010
- Industry
- Investment Bank/Securities Brokerage
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$4B
Who is Independence Asset Advisors
Independence Asset Advisors, LLC (IAA) is a limited liability company based in Wynnewood, Pennsylvania, with a team of four employees. The firm has generated approximately $2.5 million in revenue. Founded in 2010, IAA functions as a Chief Investment Office for its diverse clientele. IAA caters to medium-sized for-profit and non-profit institutional investors as well as family offices. Their core service offering is tailored investment advisory, designed to be cost-effective and free from conflicts of interest. IAA takes a hands-on approach, directly managing over $1 billion in assets. A defining characteristic of IAA is its commitment to acting as a fiduciary, placing the best interests of its clients above all else. This independent and transparent approach ensures that investment advice is unbiased and driven solely by the client's goals. Clients interested in learning more about IAA's services can visit their website at iadvisors.com.
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