I
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
1 yrs Firm Age
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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
-- Campton Hills IL
About Independent Investment Advisor, LLC
Independent Investment Advisor, LLC is a Campton Hills-based RIA. The firm has been operating for 1 years. Managing $2.8M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$560.0K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
P
Phillip Baumann
Chief Compliance Officer, Managing Member, President, Principal
- CRD
- #7610209
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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