Independent Advisor Solutions
Company

Independent Advisor Solutions

Financial Services Team at Blackrock. During the Call 14 employees
Employees
14
Contacts
3
Emails
3

Independent Advisor Solutions Overview

Headquarters
Team at Blackrock. During the Call
Industry
Financial Services
Employees
14
Founded
2024
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Independent Advisor Solutions

Independent Advisor Solutions provides unique answers for advisors, powering their portfolios and personal brand, with the goal of helping them simplify and scale their practice. It provides sub-advisory and marketing services for multi-asset model-based portfolios and offers an exclusive suite of investment funds designed to help diversify portfolios and enhance expected risk-adjusted returns for clients. Independent Advisor Solutions Inc. is a wholly owned subsidiary of Wellington-Altus Financial Inc. and is registered as an investment fund manager and portfolio manager in Manitoba, Ontario, Newfoundland & Labrador, Québec and British Columbia. *The content on this account is for informational purposes only and does not constitute investment advice. Please speak with a licensed advisor to assess suitability.

Independent Advisor Solutions Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Independent Advisor Solutions Org Chart

Sample employees and titles
Name Title Contact
Michael Lindblad Supporting Top Advisor Teams and Their
Email
Jon Kilfoyle, Cfa Executive Vice-president, Investment
Email
Graeme Cooper Experienced Financial Services Leader
Email
David Wilson Senior Vice-president, Operations
View

Employees by Management Level

Executive 2 profiles
Individual contributor 2 profiles

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