Rebecca
Renninger

Independence Asset Advisors, LLC

CRD#6955890
Investment Advisor
in Wynnewood, PA

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About this Advisor

Rebecca Renninger is a financial advisor based in Wynnewood, Pennsylvania, working with Independence Asset Advisors, LLC. Rebecca has previously held positions at Independence Asset Advisors, University Of Colorado, and Sabbatical. Rebecca has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Rebecca is part of Independence Asset Advisors, LLC, which operates out of Wynnewood, Pennsylvania. The firm has 5 employees and manages assets totaling $1.7 billion. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Independence Asset Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

308 E. Lancaster Avenue Suite 110
Wynnewood, PA 19096

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Independence Asset Advisors, LLC Brokerage Details

Total Assets Under Management

$1,701,621,107

PA Average: $15,833,994,310
Total Number of Employees

5

PA Average: 41
Total Number of Accounts

36

PA Average: 3,342
Average Account Size

$47,267,253

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Rebecca Renninger Work History

2017 - Present (7 years)

Independence Asset Advisors

2016 - 2017 (1 year)

Sabbatical

2009 - 2016 (7 years)

University Of Colorado

Disclosures

Please visit the SEC profile of Rebecca Renninger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independence Asset Advisors, LLC

Katie Kearns
Wynnewood, PA
Rebecca Renninger
Wynnewood, PA
Mary Daly
Wynnewood, PA

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