Independent Advisor Group

Business Services · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

100 Witmer Rd Ste 140, Horsham, Pennsylv...

Phone Number

(215) 442-9400

Revenue

$5.3 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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About Independent Advisor Group

Independent Advisor Group, LLC provides services aimed at helping financial advisors enhance their independent practices. The company focuses on supporting advisors with various resources and tools to improve their business operations. Their intended clients are independent financial advisors seeking to grow and optimize their practices. Through their offerings, they aim to empower advisors in the financial services industry.Explore more
Independent Advisor Group's Social MediaPopular SearchesIndependent Advisor Group LLCIndependent Advisors GroupIndependent Advisor Groupindependent advisors group LLCIndependent Advisor Consulting LLCSIC Code 87,874NAICS Code 54,541Show more

Independent Advisor Group Org Chart

PhoneEmail
LB
United States flag for contact location.

Branch Office Manager and Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Independent Advisor Group

$5.3M
11-50
Private
-
1993
LB
Leonard BorckyBranch Office Manager and Partner
$10.4M
11-50
Private
-
1995
NV
Nathan Van BortelVice President and Partner
<$5M
11-50
Private
-
1992
JD
Jeffrey DoomFinancial, Cfp, Crpc Advisor
<$5M
1-10
Private
-
2023
JP
John PotterManaging Partner, Financial Advisor
<$5M
11-50
Private
-
2014
SW
Sandi WanatClient Relationship Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Independent Advisor Group is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Independent Advisor Group is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Independent Advisor Group.

Independent Advisor Group Tech Stack

A closer look at the technologies used by Independent Advisor Group

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Frequently Asked Questions Regarding Independent Advisor Group

What is Independent Advisor Group's official website?
Independent Advisor Group's official website is www.independentadvisorgroup.net
What is Independent Advisor Group's Revenue?
Independent Advisor Group's revenue is $5.3 Million
What is Independent Advisor Group's SIC code?
Independent Advisor Group's SIC: 87,874
What is Independent Advisor Group's NAICS code?
Independent Advisor Group's NAICS: 54,541
How many employees does Independent Advisor Group have?
Independent Advisor Group has 11-50 employees
What industry does Independent Advisor Group belong to?
Independent Advisor Group is in the industry of: Business Services, Project Management
What is Independent Advisor Group competition?
Independent Advisor Group top competitors include: Stratton & Cote Financial, The Pinnacle Financial Group, Andrews DeMartino Wealth Strategies Firm, Investors Financial Group
What technology does Independent Advisor Group use?
Some of the popular technologies that Independent Advisor Group uses are: Drupal, AddToAny, Google Tag Manager, GoDaddy DNS
How do I contact Independent Advisor Group?
Independent Advisor Group contact info: Phone number: (215) 442-9400 Website: www.independentadvisorgroup.net
What does Independent Advisor Group do?

Independent Advisor Group, LLC provides services aimed at helping financial advisors enhance their independent practices. The company focuses on supporting advisors with various resources and tools to improve their business operations. Their intended clients are independent financial advisors seeking to grow and optimize their practices. Through th... eir offerings, they aim to empower advisors in the financial services industry.Read More

What are Independent Advisor Group social media links?
Independent Advisor Group Twitter page Independent Advisor Group Facebook page
Is Independent Advisor Group a public company?
Independent Advisor Group is private company therefore does not currently have an official ticker symbol
See more information about Independent Advisor Group

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