Independence Advisors LLC
Legal Name: INDEPENDENCE ADVISORS, LLC
Full Contact Details
Independence Advisors LLC
620 LEE ROAD, SUITE 100, WAYNE, PA
610-695-8070
610-695-8073
Other Info
Independence Advisors, LLC is a PA Limited Liability Company with nine employees serving in advisory capacities. Although the number of clients served is unknown, the firm's SEC status is Approved with a registration date of Jun 15, 2010, which confirms its legitimacy as an investment advisory firm.
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Direct Owners
-
CHARLES PHILIP BOINSKE
MANAGING MEMBER, PRESIDENT owns 75% or more
-
LESLIE ANN YOUNG
CHIEF COMPLIANCE OFFICER owns less than 5%
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Top Holdings
- VANGUARD INDEX FDS VALUE ETF $50,620k
- ISHARES TR RUS 1000 GRW ETF $48,304k
- VANGUARD INDEX FDS GROWTH ETF $47,988k
- ISHARES $42,832k
- VANGUARD BD INDEX FD INC $27,062k
- ISHARES TR RUS 1000 VAL ETF $15,302k
- ISHARES TR S&P 500 GRWT ETF $15,281k
- iShares Short Term Nat'l Muni $14,570k
- ISHARES $11,132k
- VANGUARD INTL EQUITY $10,564k