Independence Asset Advisors
Investment Management • 
Lower Merion, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 308 E. Lancaster Avenue, Suite 110, Wynnewood, PA 19096, US |
| Phone number | +14844132433 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Analytics, Risk Management, Portfolio Construction, Asset Management, Market Research, Alternative Investments, Investment Management, Cio Services, Manager Selection, Rebalancing, Customized Reporting |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contact at Independence Asset Advisors
Katie Kearns
Vice President and Managing Director
Independence Asset Advisors Email Formats
Independence Asset Advisors uses 2 email formats. The most common is {first initial} (e.g., j@iaadvisors.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@iaadvisors.com | 75% |
{first name} | john@iaadvisors.com | 25% |
About Independence Asset Advisors
Independence Asset Advisors was founded in 2010 on a simple yet powerful principle: providing clients with customized investment options, personalized service, and access to investments typically found only in large institutional portfolios, all while striving to lower fees. We exist to make your investments work harder and smarter. As a boutique investment advisory firm, we combine the sophistication of institutional-grade investment expertise with the responsiveness and care of a personalized, high-touch approach. We partner with select high-net-worth individuals, family offices, and institutional clients who value innovative solutions, highly vetted private market access, and a clear path to achieving their financial goals. Our fiduciary responsibility, open-architecture model, and attention to detail deliver strategies that are transparent, cost-efficient, and tailored to your unique needs—aligning your investments with your ambitions. At IAA, we don’t just manage your assets; we optimize them to drive growth, resilience, and success. With a team of dedicated advisors and a commitment to excellence, we empower you to build a stronger financial future—because at IAA, your investments don’t just work harder; they work smarter. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. Past performance is not a guarantee of future results.
Independence Asset Advisors revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Independence Asset Advisors has 1 employees across 1 departments.
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Number of employees
Funding Data
Independence Asset Advisors has never raised funding before.
Independence Asset Advisors Tech Stack
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