Investment Bank/Securities Brokerage - Wynnewood, PA, US
Independence Asset Advisors, LLC (IAA) serves as the Chief Investment Office for the families and institutions it serves. Our clients include medium size for-profit and non-profit institutional investors and family offices. The firm was founded in 2010 as an independent fiduciary that provides conflict-free and highly tailored investment advisory services on a cost-effective basis. IAA directly manages over $1 billion in assets.
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