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INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Tel: 716-568-8566
305 Spindrift Drive
Williamsville, New York  14221

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INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC is a Williamsville, New York based financial advisory firm with nearly $953,830,582 in assets under management and provides investment advisory services for 5873 clients. There are currently 21 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

144733

SEC#:

801-69708

No. of Clients:

5873

Assets under Management

$953,830,582

No. of Advisors:

21

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