DT
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
295 clients
Average Client Portfolio
$339K average
Assets Under Management
$99.9M
Fee Structure
This brochure supplement provides information about Robert A. Billstein, Jr. that supplements the Independence Capital Company, Inc. brochure. The brochure does not contain specific fee information for Robert A. Billstein, Jr.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
5579 Pearl Road, Suite 100, Parma, OH, 44129
Get directionsRegulatory History (1)
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Customer Dispute
January 2025Pending
Employment History
Current Registrations
Independence Capital Co., INC.
February 2005 - Present · 20 yrs 11 mos
Independence Capital Co., INC. Broker
February 2005 - Present · 20 yrs 11 mos
Previous Registrations
The O.N. Equity Sales CompanyBroker
May 1987 - March 2005 · 17 yrs 10 mos
Managed Investments, INC.Broker
March 1984 - April 1987 · 3 yrs 1 mo
The O.N. Equity Sales CompanyBroker
April 1982 - January 1986 · 3 yrs 9 mos
State Registrations13 states
AZCTFLGAINKYMAMENMOHPATNWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.