Anthony Joseph Spena

Independence Capital Co., INC.

52 Years of Experience

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Firm Information

Independence Capital Co., INC.

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.

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Areas of Practice

Insurance Planning

Advisor Information

Office location

Willoughby, OH

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2005

Denied

Employment Separation After Allegations

January 2005

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Other Business ActivitiesSells Insurance

Anthony is an insurance agent selling fixed life insurance, annuities, disability, health, and long-term care insurance since 1970. This takes about 10-20% of his time.