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Last updated: January 21st, 2020. Data source: SEC filings.
Independence Wealth Advisors, federally registered in 2006, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 2 advisors. Independence Wealth Advisors manages $144.5 million and provides investment advisory services for 126 clients (1:63 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||50%|
|Average Client Balance||$1,147,128|
|Total AUM||$144.5 million|
|Advisor / Client Ratio||1:63|
|SEC Filings||Forms and Brochures (CRD # 142195)|
|State(s) Registered||FL, MD, NH, TX, VA|