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Kathleen Elizabeth Duffy

President & Chief Compliance OfficerIndependence Wealth Advisors Inc.CRD 3023588

About Kathleen Elizabeth Duffy

Kathleen Elizabeth Duffy is listed as President & Chief Compliance Officer at Independence Wealth Advisors Inc. in McLean, VA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Independence Wealth Advisors Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kathleen Elizabeth Duffy work?

Kathleen Elizabeth Duffy is listed as President & Chief Compliance Officer at Independence Wealth Advisors Inc. on SEC Form ADV.

How much of Independence Wealth Advisors Inc. does Kathleen Elizabeth Duffy own?

Form ADV reports a beneficial ownership band of Over 75%.

Independence Wealth Advisors Inc.

TitlePresident & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2007
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