Independence Portfolio Partners, LLC is a large advisory firm based in Washington. It manages $41.9 million of regulatory assets for 249 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Indiana, Kentucky, and 7 other states.
Independence Portfolio Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Independence Portfolio Partners, LLC is $41.9 million. The firm's AUM has grown by 184% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Independence Portfolio Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Independence Portfolio Partners, LLC performs its advisory services is located at 1720 Washington Road, Washington, PA 15301 The mailing address of the firm is 1720 Washington Road, Washington, PA 15301. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-606-2826 or by fax 724-873-2913. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.independenceportfoliopartners.com.