Thomas Grugan

Director, Research & Portfolio Management at Independence Asset Advisors - Wynnewood, PA, US

Thomas Grugan's Colleagues at Independence Asset Advisors
Eliza Bjorkman

Associate- Administration

Contact Eliza Bjorkman

Katie Kearns

Vice President and Managing Director

Contact Katie Kearns

Thomas Grugan's Contact Details
HQ
484-413-2433
Location
Wynnewood, Pennsylvania, United States
Company
Independence Asset Advisors
Thomas Grugan's Company Details
Independence Asset Advisors logo, Independence Asset Advisors contact details

Independence Asset Advisors

Wynnewood, PA, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

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.

Investment Management Portfolio Construction Asset Management Market Research Analytics Rebalancing Customized Reporting CIO Services Manager Selection Alternative Investments Risk Management
Details about Independence Asset Advisors
Frequently Asked Questions about Thomas Grugan
Thomas Grugan currently works for Independence Asset Advisors.
Thomas Grugan's role at Independence Asset Advisors is Director, Research & Portfolio Management.
Thomas Grugan's email address is ***@iaadvisors.com. To view Thomas Grugan's full email address, please signup to ConnectPlex.
Thomas Grugan works in the Investment Bank/Securities Brokerage industry.
Thomas Grugan's colleagues at Independence Asset Advisors are Eliza Bjorkman, Rebecca CFP(r), Katie Kearns and others.
Thomas Grugan's phone number is 484-413-2433
See more information about Thomas Grugan