Independence Financial Advisors, LLC
● SEC registered since 2015CRD 156305SEC# 801-81025Franklin, NH
Reg. AUM
$463.8M
Employees
11
Accounts
3,065
Location
Franklin, NH
Independence Financial Advisors, LLC assets under management
Independence Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Franklin, NH. The firm has been registered since 2015. It reports $463.8 million in regulatory assets under management and employs 11 people.
Independence Financial Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Franklin Savings Bank Control | Member | Over 75% | 2010 |
| Michael Francis Ventura Control | Chief Compliance Officer, President And Ceo | Under 5% | 2010 |
| Paul William Gatehouse Control | Senior Vice President | Under 5% | 2010 |
Frequently asked questions
How much does Independence Financial Advisors, LLC manage?
Independence Financial Advisors, LLC reports $463.8 million in regulatory assets under management on its Form ADV.
How many employees does Independence Financial Advisors, LLC have?
Independence Financial Advisors, LLC reports 11 employees.
Where is Independence Financial Advisors, LLC located?
Independence Financial Advisors, LLC is based in Franklin, NH and has been SEC-registered since 2015.
Does Independence Financial Advisors, LLC disclose fund performance?
Independence Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 402 Central Street, Franklin, NH 03235 |
| Phone | 603-934-4445 |
| Fax | 603-934-1429 |
| Office hours | 8 A.M To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$463.8MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$463.8Mregulatory AUM
Discretionary $433.9MNon-discretionary $29.9M