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Independence Asset Advisors Llc

EST. AUM
$2,191,408,151

CONTACTS
5

CLIENT ACCOUNTS
38

Firm Details

Metro area Philadelphia
CRD Number 152963
Website iaadvisors.com
Client types

Overview

Independence Asset Advisors is a $1B RIA located 20 minutes outside of Center City Philadelphia in the suburban town of Wynnewood. The firm was founded in 2010 and Tom Grugan is the main research contact. The firm does provide OCIO and advisory services for both individuals and then organizations including Corporates, Endowments, Foundations, and Family Offices. They are users of outside managers across asset classes and vehicles. On the alternatives side, they can invest in Hedge Funds, Private Equity, and Private Credit.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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