Independence Advisors is an investment advisor in Wayne with $1.32 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
272262116
SEC advisor number
801-71449
FINRA CRD number
153687
AUM ?
$1.32 bn
(as of 1 Jul 20)
Accounts
1,535
(as of 1 Jul 20)
Employees
13
(11 investment advisory or research)
Address
Independence Advisors
620 LEE ROAD, SUITE 100
WAYNE
PA 19087
620 LEE ROAD, SUITE 100
WAYNE
PA 19087
Office hours
Monday - Friday, 8:30 A.M. - 5 P.M.
Phone
610-695-8070
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Boinske, Charles, Philip | Managing Member, President | 03/2010 | > 75% |
| Young, Leslie, Ann | Chief Compliance Officer | 01/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
4 Nov 20
13F-HR
Quarterly holdings report by institutional manager
11 Aug 20
13F-HR
Quarterly holdings report by institutional manager
8 May 20
13F-HR
Quarterly holdings report by institutional manager
7 Feb 20
13F-HR
Quarterly holdings report by institutional manager
1 Nov 19
13F-HR
Quarterly holdings report by institutional manager
12 Aug 19
13F-HR
Quarterly holdings report by institutional manager
3 May 19
13F-HR
Quarterly holdings report by institutional manager
31 Jan 19
13F-HR
Quarterly holdings report by institutional manager
23 Oct 18
13F-HR
Quarterly holdings report by institutional manager
12 Jul 18