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 386 offices throughout the country.

INDEPENDENT FINANCIAL GROUP, LLC is a San Diego, California based Financial Planning firm with nearly $6,750,889,024 assets under management, offering retirement planning & investment advisory services to 30369 clients. The firm is staffed with 626 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	7717
SEC#	801-62667
Assets Managed by Firm	$6,750,889,024
No. of Clients	30369
No. of Advisors	626

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	30369	$6,750,889,024
Individuals (other than high net worth individuals)	28951	$4,791,313,602
High net worth individuals	835	$1,742,664,707
Pension and profit sharing plans	364	$151,687,461
Charitable organizations	52	$28,408,886
Corporations or other businesses	167	$36,814,368

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