RIA Intel›Advisers›New Hampshire›INDEPENDENCE FINANCIAL ADVISORS, LLC

INDEPENDENCE FINANCIAL ADVISORS, LLC

Advisory

N·FRANKLIN, NH

Data as of Dec 20, 2024 · Source: SEC Form ADV

Total AUM
$464M
1-Year AUM Growth
+24.0%
3-Year CAGR
+9.4%
Employees
7
Assets Under Management
Total AUM$464M
Discretionary AUM$434M
Non-Discretionary AUM$30M
Discretionary %93.6%
Total Clients2,777
Team
Total Employees7
Investment Advisers11
Employee Growth (1Y)+14.3%
Filing History
Total Filings on Record13
First FilingFeb 18, 2015
Latest FilingDec 20, 2024
🔒 Full AUM trend chart and 13 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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