Independence Financial Advisors, LLC
Independence Financial Advisors, LLC is an SEC-registered mass-market adviser in Franklin, NH with $463.8M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Independence Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156305, SEC 801-81025, data through 2025-12-19.
- AUM (assets under management / regulatory AUM)
- $463.8M (2025-12-19)
- Firm type
- Mass-Market Adviser
- Location
- Franklin, NH
- Employees
- 11
- Clients
- 2,777
- CRD
- 156305
- Ownership
- VENTURA, MICHAEL, FRANCIS; LEPENE, GLENN, MAYNARD; FRANKLIN SAVINGS BANK; GATEHOUSE, PAUL, WILLIAM
How much AUM does Independence Financial Advisors, LLC have?
Independence Financial Advisors, LLC reported $463.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-19).
Who owns Independence Financial Advisors, LLC?
Disclosed owners and executives of Independence Financial Advisors, LLC include VENTURA, MICHAEL, FRANCIS, LEPENE, GLENN, MAYNARD, FRANKLIN SAVINGS BANK, GATEHOUSE, PAUL, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.