INDEPENDENCE WEALTH ADVISORS INC. of MCLEAN, VA is an SEC-registered investment adviser (CRD 142195). Regulatory assets under management: $219.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Kathleen Elizabeth Duffy | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MARTIN ROBERT JAMES | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| DUFFY KATHLEEN ELIZABETH | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 703-752-6000 |
| — | — | 1 | 703-752-6000 |