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INDEPENDENT ACCESS PARTNERS, LLC

HUNT VALLEY, MD · CRD 305842 · IAPD ↗ · independentaccesspartners.com · 410-828-5523

$256.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
18Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2024 — INDEPENDENT ACCESS PARTNERS, LLC (HUNT VALLEY, MD) is newly SEC-registered with $196.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.