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Independence Portfolio Partners, LLC (Washington)


Independence Portfolio Partners, LLC is a large advisory firm based in Washington. It manages $41.9 million of regulatory assets for 249 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Indiana, Kentucky, and 7 other states.

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Independence Portfolio Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Independence Portfolio Partners: assets under management

The assets under management (AUM) of Independence Portfolio Partners, LLC is $41.9 million. The firm's AUM has grown by 184% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.2 million in discretionary accounts and $6.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.35 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Independence Portfolio Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Susan Louise Holmes General member/ cco 1 Jan 2004 Other 2447692
Clifford Michael Mccormick General member/president 1 Jan 2004 50% - 75% 1566236
William Harold Laughlin General member/vp of marketing 1 Jan 2004 Other 1527661
Brian Edward Fisher General member/executive vp 1 Jan 2004 Other 3253170
Timothy Alan Gerwing Member/director of operations 1 Jan 2004 Other 4594031
Scott Timothy Dooley Member/vice president 1 Jan 2004 Other 4225054

Based in Washington

The principal office where Independence Portfolio Partners, LLC performs its advisory services is located at 1720 Washington Road, Washington, PA 15301 The mailing address of the firm is 1720 Washington Road, Washington, PA 15301. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-606-2826 or by fax 724-873-2913. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.independenceportfoliopartners.com.


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