INDEPENDENCE ADVISORS, LLC
CRD #153687 SEC #801-71449 WAYNE, PA 610-695-8070
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
13
Clients
0
Accounts
1,535
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $1.3B | $1.3B | $2.4M | 13 | 0 |
| Jun 2020 | $1.3B | $1.3B | $2.4M | 13 | 0 |
| Feb 2020 | $1.3B | $1.3B | $2.4M | 13 | 0 |
| Oct 2019 | $923.2M | $921.1M | $2.1M | 10 | 0 |
| Feb 2019 | $923.2M | $921.1M | $2.1M | 10 | 0 |
| Jan 2019 | $941.3M | $938.9M | $2.4M | 10 | 0 |
| Nov 2018 | $941.3M | $938.9M | $2.4M | 10 | 0 |
| Sep 2018 | $941.3M | $938.9M | $2.4M | 10 | 0 |
| Mar 2018 | $941.3M | $938.9M | $2.4M | 10 | 0 |
| Mar 2017 | $858.7M | $854.9M | $3.8M | 9 | 300 |
| Nov 2016 | $782.9M | $782.9M | $0 | 8 | 300 |
| Mar 2016 | $782.9M | $782.9M | $0 | 8 | 300 |
| Mar 2015 | $724.8M | $724.8M | $0 | 7 | 300 |
| Mar 2014 | $638.1M | $627M | $11.1M | 6 | 300 |
| Mar 2013 | $563M | $552.9M | $10.1M | 7 | 200 |
| Jan 2013 | $409.7M | $397.2M | $12.5M | 6 | 200 |
| Dec 2012 | $409.7M | $397.2M | $12.5M | 6 | 200 |
| Oct 2012 | $409.7M | $397.2M | $12.5M | 1 | 200 |
| Aug 2012 | $409.7M | $397.2M | $12.5M | 1 | 200 |
| Mar 2012 | $409.7M | $397.2M | $12.5M | 1 | 200 |
| Jul 2011 | $382.1M | $364.3M | $17.8M | 5 | -- |
| May 2011 | $382.1M | $364.3M | $17.8M | 5 | -- |
| Mar 2011 | $382.1M | $364.3M | $17.8M | 5 | -- |
| Sep 2010 | $329.2M | $287.2M | $42M | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
DateJul 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.4M
Employees13
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.4M
Employees13
Clients0
DateFeb 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.4M
Employees13
Clients0
DateOct 2019
Total AUM$923.2M
Discretionary$921.1M
Non-Disc.$2.1M
Employees10
Clients0
DateFeb 2019
Total AUM$923.2M
Discretionary$921.1M
Non-Disc.$2.1M
Employees10
Clients0
DateJan 2019
Total AUM$941.3M
Discretionary$938.9M
Non-Disc.$2.4M
Employees10
Clients0
DateNov 2018
Total AUM$941.3M
Discretionary$938.9M
Non-Disc.$2.4M
Employees10
Clients0
DateSep 2018
Total AUM$941.3M
Discretionary$938.9M
Non-Disc.$2.4M
Employees10
Clients0
DateMar 2018
Total AUM$941.3M
Discretionary$938.9M
Non-Disc.$2.4M
Employees10
Clients0
DateMar 2017
Total AUM$858.7M
Discretionary$854.9M
Non-Disc.$3.8M
Employees9
Clients300
DateNov 2016
Total AUM$782.9M
Discretionary$782.9M
Non-Disc.$0
Employees8
Clients300
DateMar 2016
Total AUM$782.9M
Discretionary$782.9M
Non-Disc.$0
Employees8
Clients300
DateMar 2015
Total AUM$724.8M
Discretionary$724.8M
Non-Disc.$0
Employees7
Clients300
DateMar 2014
Total AUM$638.1M
Discretionary$627M
Non-Disc.$11.1M
Employees6
Clients300
DateMar 2013
Total AUM$563M
Discretionary$552.9M
Non-Disc.$10.1M
Employees7
Clients200
DateJan 2013
Total AUM$409.7M
Discretionary$397.2M
Non-Disc.$12.5M
Employees6
Clients200
DateDec 2012
Total AUM$409.7M
Discretionary$397.2M
Non-Disc.$12.5M
Employees6
Clients200
DateOct 2012
Total AUM$409.7M
Discretionary$397.2M
Non-Disc.$12.5M
Employees1
Clients200
DateAug 2012
Total AUM$409.7M
Discretionary$397.2M
Non-Disc.$12.5M
Employees1
Clients200
DateMar 2012
Total AUM$409.7M
Discretionary$397.2M
Non-Disc.$12.5M
Employees1
Clients200
DateJul 2011
Total AUM$382.1M
Discretionary$364.3M
Non-Disc.$17.8M
Employees5
Clients--
DateMay 2011
Total AUM$382.1M
Discretionary$364.3M
Non-Disc.$17.8M
Employees5
Clients--
DateMar 2011
Total AUM$382.1M
Discretionary$364.3M
Non-Disc.$17.8M
Employees5
Clients--
DateSep 2010
Total AUM$329.2M
Discretionary$287.2M
Non-Disc.$42M
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--