INDEPENDENT FINANCIAL GROUP, LLC

12671 High Bluff Dr
Suite 200
San Diego, California 92130
Tel: 858-436-3180

About INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC, formally registered with the SEC as INDEPENDENT FINANCIAL GROUP, LLC. The firm was established in 01/30/2004. They have over 365 offices throughout the country.

INDEPENDENT FINANCIAL GROUP, LLC is a San Diego, California based Financial Planning firm with nearly $5,978,096,039 assets under management, offering retirement planning & investment advisory services to 27435 clients. The firm is staffed with 697 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	7717
SEC#	801-62667
Assets Managed by Firm	$5,978,096,039
No. of Clients	27435
No. of Advisors	697

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commision Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	27435	$5,978,096,039
Individuals (other than high net worth individuals)	26135	$4,205,832,376
High net worth individuals	751	$1,567,076,681
Pension and profit sharing plans	350	$145,682,031
Charitable organizations	48	$26,223,587
Corporations or other businesses	151	$33,281,364

Inquire with INDEPENDENT FINANCIAL GROUP, LLC

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