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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-2024
- Office Locations
- 1
Office Locations
About Independent Investment Advisor, LLC
Independent Investment Advisor, LLC is a Campton Hills-based RIA. The firm has been operating for 2 years. Managing $2.8M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $560.0K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on April 4, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Independent Investment Advisor, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Phillip Baumann
Chief Compliance Officer, Managing Member, President, Principal
- CRD
- #7610209
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,800,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Independent Investment Advisor, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.