RG
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
South Euclid, OH
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rosie owns Mitchell Financial Services, providing tax services, and is associated with Strait Direction RIA. She is also an insurance agent selling various insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Independence Capital Co., INC.
August 2021 - Present · 4 yrs 5 mos
Independence Capital Co., INC. Broker
August 2021 - Present · 4 yrs 5 mos
Strait Direction Wealth Management
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Edward Jones
December 2016 - April 2021 · 4 yrs 4 mos
Edward Jones Broker
September 2016 - April 2021 · 4 yrs 7 mos
State Registrations2 states
NYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.