Independence Capital Co., Inc.

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Total assets under management

$99,922,105

Total clients

295

6% high-net worth

Total advisors

of 41 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$338,719

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Commissions

Commission-based products and services are offered through related business activities (insurance and registered representative activities).

Project-based

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Independence Capital Co., Inc.

5579 Pearl Road, Ste 100

Parma OH 44129, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 440-888-7000

Advisors at this firm

Jon H

Series 63

Reynoldsburg, OH

Independence Capital Co., Inc.

Thomas M

Series 63, Series 65

Brunswick, OH

Independence Capital Co., Inc.

John C

Series 63

New Philadelphia, OH

Independence Capital Co., Inc.

Margaret U

CFP®, Series 63

Parma, OH

Independence Capital Co., Inc.

Thomas D

Series 66

Parma, OH

Independence Capital Co., Inc.

James T

Series 63, Series 66

Niles, OH

Independence Capital Co., Inc.

Robert B

Series 63

Parma, OH

Independence Capital Co., Inc.

Michael R

Series 63

Westlake, OH

Independence Capital Co., Inc.

Christopher N

Series 63, Series 65

Clinton, OH

Independence Capital Co., Inc.

Sohrab S

Series 63

Parma, OH

Independence Capital Co., Inc.

David C

Series 66

Parma, OH

Independence Capital Co., Inc.

David T

Series 63

Parma, OH

Independence Capital Co., Inc.

Jonathan C

CFP®

Parma, OH

Independence Capital Co., Inc.

Anthony S

Series 63, Series 65

Willoughby, OH

Independence Capital Co., Inc.

Dennis T

Series 63

Parma, OH

Independence Capital Co., Inc.

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