INDEPENDENCE ADVISORS INC
CRD #104762 SEC #801-35829 WAYNE, PA 610-695-8070
SEC Registered
Total AUM
$325M
Discretionary
$315M
Employees
10
Clients
101
Accounts
195
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $356.8M | $343.8M | $13M | 10 | -- |
| Mar 2008 | $502.3M | $482.3M | $20M | 10 | -- |
| Apr 2007 | $443M | $423M | $20M | 10 | -- |
| Mar 2007 | $443M | $423M | $20M | 10 | -- |
| Mar 2006 | $396M | $386M | $10M | 10 | -- |
| Oct 2005 | $325M | $315M | $10M | 10 | -- |
| Sep 2005 | $325M | $315M | $10M | 10 | -- |
| Mar 2004 | $288M | $265M | $23M | 10 | -- |
| Mar 2002 | $231M | $200M | $31M | 10 | -- |
DateMar 2009
Total AUM$356.8M
Discretionary$343.8M
Non-Disc.$13M
Employees10
Clients--
DateMar 2008
Total AUM$502.3M
Discretionary$482.3M
Non-Disc.$20M
Employees10
Clients--
DateApr 2007
Total AUM$443M
Discretionary$423M
Non-Disc.$20M
Employees10
Clients--
DateMar 2007
Total AUM$443M
Discretionary$423M
Non-Disc.$20M
Employees10
Clients--
DateMar 2006
Total AUM$396M
Discretionary$386M
Non-Disc.$10M
Employees10
Clients--
DateOct 2005
Total AUM$325M
Discretionary$315M
Non-Disc.$10M
Employees10
Clients--
DateSep 2005
Total AUM$325M
Discretionary$315M
Non-Disc.$10M
Employees10
Clients--
DateMar 2004
Total AUM$288M
Discretionary$265M
Non-Disc.$23M
Employees10
Clients--
DateMar 2002
Total AUM$231M
Discretionary$200M
Non-Disc.$31M
Employees10
Clients--