NetworkยทFamily Office

Independence Asset Advisors, LLC

Unclaimed

๐Ÿ“ WYNNEWOOD, PA

Family Officefinancial servicesbusiness servicesmedia
www.iaadvisors.com โ†—

SEC CRD #801-71867

About

Independence Asset Advisors is an employee-owned wealth management and investment advisory firm providing institutional-quality investment opportunities across public and private markets with boutique, client-first service. The firm manages $2.5B in assets and serves corporate clients, family offices, high net worth individuals, and endowments/foundations with customized investment solutions.

Key Contact

KB

KYLE BUBECK

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (484) 433-0848

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Geographic Focus

michigannew yorkalabamasouth carolinahawaiiillinoispennsylvaniafloridaarizonacalifornia
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AUM

$2.2B

Check Size

$2.0Bโ€“$2.0B

Location

WYNNEWOOD, PA

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