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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Legacy insight
- Established Date
- 12-01-2010
- Office Locations
- 4
Office Locations
About Independence Financial Advisors, LLC
Independence Financial Advisors, LLC is an RIA serving individuals and families through early career and “building years,” helping organize finances, consolidate workplace accounts, plan for college and retirement income, and support small business owners with exit-to-retirement planning. The firm provides comprehensive planning (including tax, estate and insurance coordination) and implements asset-allocation portfolios largely using ETFs, with custody relationships including Schwab and Fidelity.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
PAUL WILLIAM GATEHOUSE
SENIOR VICE PRESIDENT, Vice President
- CRD
- #1525764
- Ownership
- Less than 5%
MICHAEL FRANCIS VENTURA
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2273875
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LUCA ANTHONY D ITALIA
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- CRD
- #5710950
PAMELA LYNN HANNAN
Vice President
- CRD
- #4533835
Beacon radial
Meridian summit
- CRD
- #13819
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $433,909,274 | $156,533 |
| Non-Discretionary | $29,883,060 | $101,990 |
| Total | $463,792,334 | $151,319 |
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Separately Managed Accounts
Total SMA Asset: $463,792,334
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $598,577,532 | 8.8% |
| Public Funds | $1,054,312,699 | 15.5% |
| Cash | $442,131,132 | 6.5% |
| Corporate - Investment Grade | $870,658,229 | 12.8% |
| Corporate - Non-Investment Grade | $727,815,863 | 10.7% |
| Equity - OTC | $1,231,165,152 | 18.1% |
| Municipal Bonds | $1,020,302,612 | 15.0% |
| U.S. Government/Agency | $857,054,194 | 12.6% |
| Total | $6,802,017,413 | 100.0% |