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Independence Financial Advisors, LLC

● SEC registered since 2015CRD 156305SEC# 801-81025Franklin, NH
Export (members)
Reg. AUM
$463.8M
Employees
11
Accounts
3,065
Location
Franklin, NH

Independence Financial Advisors, LLC assets under management

Independence Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Franklin, NH. The firm has been registered since 2015. It reports $463.8 million in regulatory assets under management and employs 11 people.
www.ifa-nh.comView on SEC.gov ↗

Independence Financial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Franklin Savings Bank ControlMemberOver 75%2010
Michael Francis Ventura ControlChief Compliance Officer, President And CeoUnder 5%2010
Paul William Gatehouse ControlSenior Vice PresidentUnder 5%2010

Frequently asked questions

How much does Independence Financial Advisors, LLC manage?

Independence Financial Advisors, LLC reports $463.8 million in regulatory assets under management on its Form ADV.

How many employees does Independence Financial Advisors, LLC have?

Independence Financial Advisors, LLC reports 11 employees.

Where is Independence Financial Advisors, LLC located?

Independence Financial Advisors, LLC is based in Franklin, NH and has been SEC-registered since 2015.

Does Independence Financial Advisors, LLC disclose fund performance?

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

Contact & registration

Address402 Central Street, Franklin, NH 03235
Phone603-934-4445
Fax603-934-1429
Office hours8 A.M To 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$433.9M
Non-discretionary$29.9M
Total (RAUM)$463.8M