INDEPENDENT INVESTMENT ADVISOR, LLC

INDEPENDENT INVESTMENT ADVISOR, LLC is an SEC-registered investment adviser (CRD 323058). Regulatory assets under management: $2.8M.

Registration

• CRD: 323058
• Type: Registered investment adviser
• Phone: 331-643-7868
• Latest filing: 2025-04-04
• Regulatory AUM: $2.8M
• Discretionary AUM: $2.8M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323058 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search