INDEPENDENCE ASSET ADVISORS, LLC
CRD #152963 SEC #801-71867 WYNNEWOOD, PA 610-649-9841
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
5
Clients
0
Accounts
36
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.7B | $0 | 5 | 0 |
| Mar 2024 | $1.7B | $1.7B | $0 | 5 | 0 |
| Mar 2023 | $1.6B | $1.6B | $0 | 5 | 0 |
| Mar 2022 | $1.7B | $1.7B | $0 | 5 | 0 |
| May 2021 | $1.4B | $1.4B | $0 | 4 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 4 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 4 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 4 | 0 |
| Jul 2019 | $998.9M | $998.9M | $0 | 4 | 0 |
| Jun 2019 | $998.9M | $998.9M | $0 | 4 | 0 |
| Mar 2019 | $998.9M | $998.9M | $0 | 4 | 0 |
| Mar 2018 | $958.9M | $958.9M | $0 | 4 | 0 |
| Mar 2017 | $814.1M | $814.1M | $0 | 3 | 1 |
| Mar 2016 | $696.2M | $696.2M | $0 | 3 | 1 |
| Mar 2015 | $735M | $735M | $0 | 3 | 1 |
| Mar 2014 | $631.3M | $631.3M | $0 | 2 | 1 |
| Jul 2013 | $569.8M | $569.8M | $0 | 3 | 1 |
| Mar 2013 | $569.8M | $569.8M | $0 | 2 | 1 |
| Mar 2012 | $541.7M | $541.7M | $0 | 1 | 1 |
| Mar 2011 | $357.4M | $357.4M | $0 | 5 | -- |
| Dec 2010 | $120M | $120M | $0 | 5 | -- |
| Oct 2010 | $120M | $120M | $0 | 5 | -- |
| Sep 2010 | $120M | $120M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$998.9M
Discretionary$998.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$998.9M
Discretionary$998.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$998.9M
Discretionary$998.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$958.9M
Discretionary$958.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$814.1M
Discretionary$814.1M
Non-Disc.$0
Employees3
Clients1
DateMar 2016
Total AUM$696.2M
Discretionary$696.2M
Non-Disc.$0
Employees3
Clients1
DateMar 2015
Total AUM$735M
Discretionary$735M
Non-Disc.$0
Employees3
Clients1
DateMar 2014
Total AUM$631.3M
Discretionary$631.3M
Non-Disc.$0
Employees2
Clients1
DateJul 2013
Total AUM$569.8M
Discretionary$569.8M
Non-Disc.$0
Employees3
Clients1
DateMar 2013
Total AUM$569.8M
Discretionary$569.8M
Non-Disc.$0
Employees2
Clients1
DateMar 2012
Total AUM$541.7M
Discretionary$541.7M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$357.4M
Discretionary$357.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients--