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Independence Asset Advisors, LLC

● SEC registered since 2010CRD 152963SEC# 801-71867Wynnewood, PA
Export (members)
Reg. AUM
$1.73B
Employees
5
Accounts
36
Location
Wynnewood, PA

Independence Asset Advisors, LLC assets under management

Independence Asset Advisors, LLC is a registered investment adviser overseen by the SEC based in Wynnewood, PA. The firm has been registered since 2010. It reports $1.7 billion in regulatory assets under management and employs 5 people.
www.linkedin.com/company/7587707View on SEC.gov ↗

Independence Asset Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Katie Elizabeth Kearns ControlVice President And Managing DirectorUnder 5%2010
Kyle Roger Bubeck ControlChief Compliance OfficerUnder 5%2010
Scott David Renninger ControlPresident, Chief Investment Officer, And Managing MemberOver 75%2010

Frequently asked questions

How much does Independence Asset Advisors, LLC manage?

Independence Asset Advisors, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Independence Asset Advisors, LLC have?

Independence Asset Advisors, LLC reports 5 employees.

Where is Independence Asset Advisors, LLC located?

Independence Asset Advisors, LLC is based in Wynnewood, PA and has been SEC-registered since 2010.

Does Independence Asset Advisors, LLC disclose fund performance?

Independence Asset Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address308 E. Lancaster Avenue, Suite 305, Wynnewood, PA 19096
Phone484-433-0848
Office hours9 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.73B
Non-discretionary$0
Total (RAUM)$1.73B